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iShares ESG Advanced Universal USD Bond ETF
EUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$209M +$11.8M +277,219 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M +$6.49M +151,954 +10%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$27M -$240K -5,621 -0.9%
SWM
4
SigFig Wealth Management
California
$16.9M +$2.39M +55,878 +17%
SI
5
Seeds Investor
New York
$16M +$1.65M +38,581 +12%
I
6
IMPACTfolio
Colorado
$15.3M +$1.03M +24,067 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.1M +$1.61M +37,679 +13%
LPL Financial
8
LPL Financial
California
$11.9M +$1.18M +27,590 +11%
BRIA
9
Balanced Rock Investment Advisors
Massachusetts
$8.86M -$193K -4,512 -2%
US Bancorp
10
US Bancorp
Minnesota
$8.12M – – –
AF
11
Allworth Financial
California
$7.33M +$761K +17,809 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.4M -$5.02M -117,471 -44%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$6.33M +$1.2M +28,004 +23%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.01M +$2.26M +52,846 +60%
OWA
15
One Wealth Advisors
California
$5.73M +$245K +5,732 +4%
ASN
16
Advisory Services Network
Georgia
$5.68M -$12.1K -284 -0.2%
GM
17
GeoWealth Management
Illinois
$4.52M +$4.51M +105,607 New
MML Investors Services
18
MML Investors Services
Massachusetts
$4.09M +$31.1K +727 +0.8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4M -$99.6K -2,332 -2%
PAS
20
Park Avenue Securities
New York
$3.43M +$311K +7,293 +10%
FCG
21
Financial Connections Group
California
$3.13M +$599K +14,015 +24%
AWS
22
Atria Wealth Solutions
New York
$2.78M -$84K -1,966 -3%
PWM
23
Perigon Wealth Management
California
$2.61M +$181K +4,247 +8%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$2.08M +$29.8K +697 +1%
UCFA
25
United Capital Financial Advisors
Texas
$2M +$294K +6,886 +17%
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