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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Seaside Wealth Management
California
$226K +$2.04K +81 +0.9%
SM
227
Sweeney & Michel
California
$225K +$1.71K +68 +0.8%
MCM
228
MAI Capital Management
Ohio
$225K +$1.46K +58 +0.6%
WIC
229
Whitegate Investment Counselors
New Hampshire
$219K +$220K +8,732 New
PI
230
PFG Investments
New York
$218K -$9.05K -359 -4%
EPW
231
Evergreen Private Wealth
Colorado
$215K +$45.6K +1,809 +27%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$215K – – –
BIA
233
Bigelow Investment Advisors
Maine
$215K +$6.73K +267 +3%
SCA
234
Sensenig Capital Advisors
Pennsylvania
$211K -$118K -4,668 -36%
FPF
235
First Pacific Financial
Washington
$211K – – –
AF
236
Advisornet Financial
Minnesota
$210K -$68.9K -2,733 -25%
CA
237
CWC Advisors
Oregon
$207K +$50 +2 +0%
AAS
238
Ameritas Advisory Services
Nebraska
$205K +$206K +8,166 New
BIAS
239
Beacon Investment Advisory Services
New Jersey
$196K +$197K +7,829 New
CTWM
240
Cherry Tree Wealth Management
Minnesota
$183K +$30K +1,189 +19%
PTC
241
Private Trust Company
Ohio
$182K – – –
HBT
242
Hills Bank & Trust
Iowa
$175K +$7.03K +279 +4%
VWA
243
VSM Wealth Advisory
Maryland
$175K -$227 -9 -0.1%
FRA
244
Front Row Advisors
California
$163K +$10.1K +400 +7%
AGA
245
Arkos Global Advisors
Texas
$160K +$161K +6,399 New
MBFW
246
Morton Brown Family Wealth
Pennsylvania
$155K +$37.9K +1,502 +32%
FF
247
Finley Financial
Nevada
$154K – – –
RF
248
Rossby Financial
Florida
$149K +$83.8K +3,324 +126%
ACA
249
American Capital Advisory
Idaho
$148K – – –
WOSD
250
WFA of San Diego
California
$138K – – –