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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$4.2K +$24 +1 +0.6%
CMP
252
Coston McIsaac & Partners
Maine
$4K +$24 +1 +0.6%
GRP
253
Global Retirement Partners
California
$3.18K – – –
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$2.1K -$244 -10 -10%
BWL
255
Bogart Wealth LLC
Virginia
$1.89K – – –
IGWM
256
ICA Group Wealth Management
Colorado
$1.76K – – –
WCM
257
Winthrop Capital Management
Indiana
$1K – – –
CFD
258
Creative Financial Designs
Indiana
$196 +$195 +8 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$24 -$24 -1 -50%
OMC
260
Old Mission Capital
Illinois
– -$4.47M -182,596 Closed
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
– -$3.1M -126,547 Closed
BCI
262
Brinker Capital Investments
Pennsylvania
– -$587K -24,045 Closed
OPS
263
Orion Portfolio Solutions
Nebraska
– -$587K -24,045 Closed
AFAS
264
Acorn Financial Advisory Services
Virginia
– -$395K -16,120 Closed
ACA
265
American Capital Advisory
Idaho
– -$366K -14,936 Closed
Truist Financial
266
Truist Financial
North Carolina
– -$354K -14,474 Closed
DPI
267
Diversified Portfolios Inc
Michigan
– -$316K -12,895 Closed
BPA
268
Beacon Pointe Advisors
California
– -$299K -12,220 Closed
SVWAG
269
Sound View Wealth Advisors Group
Georgia
– -$292K -11,933 Closed
OWM
270
Orgel Wealth Management
Wisconsin
– -$262K -10,718 Closed
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
– -$253K -10,333 Closed
DL
272
DOHJ LLC
Washington
– -$250K -10,217 Closed
MWA
273
Martel Wealth Advisors
Washington
– -$211K -8,625 Closed
PI
274
PFG Investments
New York
– -$206K -8,416 Closed
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
– -$201K -8,203 Closed