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iShares ESG Advanced High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
26
Summit Wealth Group
Vermont
$799K +$6.48K +139 +0.8%
MAC
27
Mason & Associates (California)
California
$763K -$10K -215 -1%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$725K +$318K +6,821 +78%
AIP
29
Ameritas Investment Partners
Nebraska
$712K +$57.4K +1,230 +9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$701K +$69.9K +1,499 +11%
IGAM
31
iA Global Asset Management
Quebec, Canada
$637K +$68.8K +1,475 +12%
ZS
32
Zenith Solutions
Pennsylvania
$631K +$630K +13,508 New
NI
33
Natural Investments
California
$585K -$103K -2,203 -15%
MA
34
Mutual Advisors
Nebraska
$502K +$126K +2,694 +33%
HI
35
Harbour Investments
Wisconsin
$491K -$41K -879 -8%
HNB
36
Huntington National Bank
Ohio
$462K
AMM
37
American Money Management
California
$434K +$12.8K +274 +3%
DE
38
Diversified Enterprises
Delaware
$430K -$1.21K -26 -0.3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$357K +$24.4K +523 +7%
CCWP
40
Cedar Cove Wealth Partners
Minnesota
$346K +$13.2K +284 +4%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$344K -$4.9K -105 -1%
MIM
42
Marshall Investment Management
Colorado
$295K +$33.7K +722 +13%
FI
43
FinArc Investments
Massachusetts
$294K
PJSIMP
44
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$3.92K +84 +1%
FTS
45
Fifth Third Securities
Ohio
$281K +$69.6K +1,492 +33%
VCP
46
Verus Capital Partners
Arizona
$280K -$57.9K -1,242 -17%
BAAM
47
Baker Avenue Asset Management
California
$273K +$1.63K +35 +0.6%
Ameriprise
48
Ameriprise
Minnesota
$271K -$8.39K -180 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$259K +$10.4K +223 +4%
HBT
50
Heartland Bank & Trust
Illinois
$258K -$2.75K -59 -1%