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iShares ESG Advanced High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$18K -$30.4K -663 -62%
MWM
52
Mascoma Wealth Management
New Hampshire
$17K – – –
CB
53
Community Bank
New York
$11K – – –
CFD
54
Creative Financial Designs
Indiana
$6K +$2.11K +46 +56%
TRCT
55
Tower Research Capital (TRC)
New York
$5K +$5.73K +125 New
GFPC
56
Global Financial Private Client
Florida
$2.19K – – –
Wells Fargo
57
Wells Fargo
California
$1K +$733 +16 +1,600%
WT
58
Whittier Trust
California
– -$1.06M -21,725 Closed
5L
59
55I LLC
Massachusetts
– -$1.03M -21,268 Closed
OWA
60
One Wealth Advisors
California
– -$943K -19,410 Closed
AWS
61
Atria Wealth Solutions
New York
– -$924K -19,025 Closed
DT
62
Diversified Trust
Tennessee
– -$531K -10,938 Closed
WTC
63
WhitTier Trust Company
Nevada
– -$224K -4,600 Closed
Prudential Financial
64
Prudential Financial
New Jersey
– -$219K -4,502 Closed
PAS
65
Park Avenue Securities
New York
– -$218K -4,484 Closed
WP
66
WealthSource Partners
California
– -$212K -4,355 Closed
VHAM
67
Van Hulzen Asset Management
California
– -$211K -4,345 Closed
HNW
68
High Note Wealth
Minnesota
– -$201K -4,155 Closed
T
69
TCWP
Ohio
– -$30K -634 Closed
PFS
70
Prospera Financial Services
Texas
– -$15K -300 Closed
AF
71
Advisornet Financial
Minnesota
– -$14K -292 Closed
Morgan Stanley
72
Morgan Stanley
New York
– -$8.8K -192 -99%
OLVIG
73
Oliver Lagore Vanvalin Investment Group
Michigan
– -$9K -181 Closed
CWA
74
Clearview Wealth Advisors
Oregon
– -$6K -126 Closed
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
– -$2K -44 Closed