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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
126
Spectrum Planning & Advisory Services
California
$213K -$6.49K -151 -3%
TW
127
Traveka Wealth
California
$210K -$1.68K -39 -0.8%
CW
128
CreativeOne Wealth
Kansas
$210K +$207K +4,813 New
IWM
129
IHT Wealth Management
Illinois
$209K +$5.33K +124 +3%
PWA
130
Physician Wealth Advisors
Utah
$193K +$989 +23 +0.5%
KFP
131
Keener Financial Planning
Texas
$191K – – –
FHA
132
First Horizon Advisors
Tennessee
$179K +$116K +2,705 +193%
PS
133
Principal Securities
Iowa
$162K +$989 +23 +0.6%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
GWSG
135
GPS Wealth Strategies Group
Colorado
$121K +$387 +9 +0.3%
CAL
136
Capital Analysts LLC
Pennsylvania
$117K +$27.7K +644 +32%
KFI
137
Key Financial Inc
Pennsylvania
$115K – – –
EWA
138
EP Wealth Advisors
California
$115K +$113K +2,634 New
HDIM
139
Hanson & Doremus Investment Management
Vermont
$104K +$989 +23 +1%
Comerica Bank
140
Comerica Bank
Texas
$86.4K +$18.1K +421 +27%
CFD
141
Creative Financial Designs
Indiana
$85.9K -$19.7K -458 -19%
JWA
142
JFS Wealth Advisors
Pennsylvania
$82.8K +$16.6K +385 +25%
AIP
143
Ameritas Investment Partners
Nebraska
$79.9K -$2.62K -61 -3%
AWM
144
AE Wealth Management
Kansas
$62.8K +$13.3K +309 +27%
RF
145
Rossby Financial
Florida
$53.8K -$11.8K -274 -18%
CAM
146
Clarity Asset Management
Iowa
$50.5K +$49.8K +1,159 New
TPWA
147
Twin Peaks Wealth Advisors
California
$48.3K +$47.8K +1,111 New
GRP
148
Global Retirement Partners
California
$29.4K +$29.1K +676 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$29.2K +$3.1K +72 +12%
CFO
150
CVA Family Office
Colorado
$26.2K – – –