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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$217K
FPF
227
First Pacific Financial
Washington
$212K +$2.35K +93 +1%
BIA
228
Bigelow Investment Advisors
Maine
$209K +$209K +8,292 New
AB
229
ANB Bank
Colorado
$208K +$209K +8,259 New
Creative Planning
230
Creative Planning
Kansas
$208K +$3.08K +122 +1%
CA
231
CWC Advisors
Oregon
$208K +$1.52K +60 +0.7%
CCM
232
Coldstream Capital Management
Washington
$201K -$834 -33 -0.4%
PTC
233
Private Trust Company
Ohio
$183K
VWA
234
VSM Wealth Advisory
Maryland
$176K +$61.4K +2,429 +53%
EPW
235
Evergreen Private Wealth
Colorado
$171K +$4.24K +168 +3%
HBT
236
Hills Bank & Trust
Iowa
$169K +$3.51K +139 +2%
FF
237
Finley Financial
Nevada
$155K
CTWM
238
Cherry Tree Wealth Management
Minnesota
$154K -$111K -4,381 -42%
FRA
239
Front Row Advisors
California
$154K +$19.6K +775 +15%
SPIA
240
Steward Partners Investment Advisory
New York
$153K -$278 -11 -0.2%
ACA
241
American Capital Advisory
Idaho
$149K
BA
242
Blueline Advisors
New Hampshire
$142K +$142K +5,609 New
WOSD
243
WFA of San Diego
California
$139K
FHA
244
Flagship Harbor Advisors
Massachusetts
$138K +$138K +5,469 New
Jones Financial Companies
245
Jones Financial Companies
Missouri
$135K +$70.2K +2,778 +108%
M
246
MOTCO
Texas
$134K +$11.6K +458 +9%
CAM
247
Clarity Asset Management
Iowa
$127K +$960 +38 +0.8%
FGAM
248
Financial Gravity Asset Management
Texas
$123K +$101 +4 +0.1%
MBFW
249
Morton Brown Family Wealth
Pennsylvania
$118K +$9.42K +373 +9%
US Bancorp
250
US Bancorp
Minnesota
$116K +$20.7K +819 +22%