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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$206K -$138K -3,151 -40%
SWA
127
Sax Wealth Advisors
New Jersey
$205K – – –
TWCA
128
Two West Capital Advisors
Kansas
$204K +$206K +4,699 New
TPWA
129
Twin Peaks Wealth Advisors
California
$141K +$142K +3,242 New
GFA
130
Godfrey Financial Associates
New York
$139K +$2.19K +50 +2%
TFA
131
Transamerica Financial Advisors
Florida
$126K +$69K +1,572 +118%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$124K -$2.72K -62 -2%
KFI
133
Key Financial Inc
Pennsylvania
$115K – – –
HDIM
134
Hanson & Doremus Investment Management
Vermont
$114K +$4.96K +113 +4%
AIA
135
Armor Investment Advisors
North Carolina
$89.2K +$3.51K +80 +4%
AIP
136
Ameritas Investment Partners
Nebraska
$80.3K +$132 +3 +0.2%
CAL
137
Capital Analysts LLC
Pennsylvania
$60K – – –
MCM
138
MAI Capital Management
Ohio
$58.6K – – –
CAM
139
Clarity Asset Management
Iowa
$48.4K +$307 +7 +0.6%
EWM
140
Evolution Wealth Management
Florida
$33.2K – – –
TCM
141
Triumph Capital Management
Colorado
$26.3K – – –
CFO
142
CVA Family Office
Colorado
$26.1K – – –
GWP
143
Gen-Wealth Partners
Michigan
$23.3K – – –
AWM
144
AE Wealth Management
Kansas
$18.1K +$1.23K +28 +7%
Franklin Resources
145
Franklin Resources
California
$17.4K -$746 -17 -4%
PWA
146
Physician Wealth Advisors
Utah
$15.9K -$154K -3,516 -91%
1NWS
147
1 North Wealth Services
Maryland
$13.5K – – –
SWM
148
Spire Wealth Management
Virginia
$12.7K – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$11.7K +$176 +4 +2%
FVIM
150
Fort Vancouver Investment Management
Washington
$11.1K – – –