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iShares ESG Advanced High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
51
Financial Gravity Asset Management
Texas
$242K +$1.23K +26 +0.5%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$240K +$31.4K +665 +15%
MIA
53
Milestone Investment Advisors
Wisconsin
$236K -$3.07K -65 -1%
FTS
54
Fifth Third Securities
Ohio
$232K +$5K +106 +2%
MA
55
Mutual Advisors
Nebraska
$226K +$226K +4,791 New
GIA
56
Gladstone Institutional Advisory
Florida
$220K
CFIA
57
Cantor Fitzgerald Investment Advisors
New York
$203K +$378 +8 +0.2%
US Bancorp
58
US Bancorp
Minnesota
$163K -$59.3K -1,257 -27%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$135K +$1.04K +22 +0.8%
FFA
60
Farther Finance Advisors
California
$89.7K +$25K +530 +39%
KFI
61
Key Financial Inc
Pennsylvania
$80.3K
IAS
62
IMA Advisory Services
Colorado
$69.1K +$1.42K +30 +2%
MCM
63
MAI Capital Management
Ohio
$67.8K -$1.37K -29 -2%
AWM
64
AE Wealth Management
Kansas
$63.8K -$56.6K -1,200 -47%
HWM
65
Horizons Wealth Management
North Carolina
$61.4K
CIA
66
Cape Investment Advisory
Georgia
$41K
NB
67
NBT Bank
New York
$33.9K -$4.96K -105 -13%
RF
68
Rossby Financial
Florida
$33.1K +$2.08K +44 +7%
GMA
69
Glassy Mountain Advisors
Maryland
$31.8K
PWA
70
Physician Wealth Advisors
Utah
$30.3K -$2.69K -57 -8%
PP
71
PFS Partners
New Jersey
$29.8K +$22.1K +468 +285%
HNW
72
High Note Wealth
Minnesota
$24.1K
IA
73
IFP Advisors
Florida
$22.5K +$15.3K +324 +212%
BFP
74
Birchwood Financial Partners
Minnesota
$22.2K +$22.2K +470 New
TCM
75
Triumph Capital Management
Colorado
$20.3K +$20.3K +430 New