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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
126
Traveka Wealth
California
$210K +$208K +4,857 New
BFP
127
Brewster Financial Planning
New York
$206K – – –
IWM
128
IHT Wealth Management
Illinois
$203K +$201K +4,680 New
PWA
129
Physician Wealth Advisors
Utah
$191K -$11.1K -258 -6%
KFP
130
Keener Financial Planning
Texas
$190K -$6.99K -163 -4%
PS
131
Principal Securities
Iowa
$157K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$124K +$116K +2,715 +1,939%
GWSG
133
GPS Wealth Strategies Group
Colorado
$120K +$56.3K +1,314 +90%
KFI
134
Key Financial Inc
Pennsylvania
$115K +$114K +2,650 New
CFD
135
Creative Financial Designs
Indiana
$105K -$1.46K -34 -1%
HDIM
136
Hanson & Doremus Investment Management
Vermont
$103K – – –
CAL
137
Capital Analysts LLC
Pennsylvania
$88K +$43.1K +1,006 +98%
AIP
138
Ameritas Investment Partners
Nebraska
$82.1K +$129 +3 +0.2%
Comerica Bank
139
Comerica Bank
Texas
$67.7K -$4.37K -102 -6%
JWA
140
JFS Wealth Advisors
Pennsylvania
$65.7K -$2.53K -59 -4%
RF
141
Rossby Financial
Florida
$65.2K +$64.7K +1,509 New
FHA
142
First Horizon Advisors
Tennessee
$60.7K -$1.42K -33 -2%
AWM
143
AE Wealth Management
Kansas
$49.1K -$23.4K -545 -32%
CA
144
Continuum Advisory
Idaho
$40.2K -$2.1K -49 -5%
CFO
145
CVA Family Office
Colorado
$26K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$26K -$2.44K -57 -9%
GWP
147
Gen-Wealth Partners
Michigan
$23.2K +$22.9K +535 New
ACA
148
Aptus Capital Advisors
Alabama
$21.3K – – –
T
149
Transce3nd
Texas
$21.2K -$3.13K -73 -13%
Franklin Resources
150
Franklin Resources
California
$17.3K +$43 +1 +0.3%