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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
226
Signature Resources Capital Management
California
$324K -$12.6K -506 -4%
SOAG
227
Silver Oak Advisory Group
Oregon
$323K +$450 +18 +0.1%
AMM
228
American Money Management
California
$318K +$29.2K +1,169 +10%
PAG
229
Private Advisor Group
New Jersey
$312K +$83.6K +3,346 +37%
IFWM
230
Institute for Wealth Management
Colorado
$312K +$72.2K +2,890 +30%
VCP
231
Verus Capital Partners
Arizona
$311K +$550 +22 +0.2%
FPI
232
Financial Plan Inc
Washington
$308K – – –
TLFA
233
True Link Financial Advisors
California
$305K – – –
WA
234
Wealth Alliance
New York
$299K +$299K +11,954 New
WWM
235
Western Wealth Management
Colorado
$295K -$9.57K -383 -3%
OPWM
236
Oregon Pacific Wealth Management
Oregon
$285K +$285K +11,400 New
LI
237
LRI Investments
Florida
$282K – – –
BFG
238
Berger Financial Group
Minnesota
$279K +$2.82K +113 +1%
SAP
239
Strategic Advisory Partners
North Carolina
$278K – – –
GFA
240
Godfrey Financial Associates
New York
$277K +$750 +30 +0.3%
Wealthfront Advisers
241
Wealthfront Advisers
California
$277K +$20.2K +808 +8%
TPF
242
Tribridge Partners Financial
Maryland
$273K – – –
HSWS
243
Higgins & Schmidt Wealth Strategies
Colorado
$273K +$28.8K +1,153 +12%
Jane Street
244
Jane Street
New York
$272K -$488K -19,526 -64%
WA
245
Waverly Advisors
Alabama
$269K -$11.4K -457 -4%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$268K -$154K -6,172 -37%
SWP
247
Stratos Wealth Partners
Ohio
$266K +$6.17K +247 +2%
WFA
248
Wells Financial Advisors
Massachusetts
$266K – – –
EPW
249
Endeavor Private Wealth
Kansas
$266K +$266K +10,647 New
GWM
250
Grand Wealth Management
Michigan
$261K +$1.55K +62 +0.6%