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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$507K
UB
27
UMB Bank
Missouri
$477K +$12.1K +482 +3%
WT
28
Whittier Trust
California
$455K
MML Investors Services
29
MML Investors Services
Massachusetts
$451K -$14.3K -570 -3%
BPA
30
Beacon Pointe Advisors
California
$425K +$105K +4,194 +33%
PP
31
PDS Planning
Ohio
$378K +$1.55K +62 +0.4%
NA
32
Nottingham Advisors
New York
$361K +$357K +14,241 New
UCFA
33
United Capital Financial Advisors
Texas
$320K -$85.5K -3,412 -21%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$320K +$317K +12,635 New
HPC
35
HM Payson & Co
Maine
$285K
CFIA
36
Cantor Fitzgerald Investment Advisors
New York
$279K +$25.6K +1,021 +10%
BIA
37
Bigelow Investment Advisors
Maine
$276K +$13.8K +550 +5%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$272K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$234K +$232K +9,249 New
SI
40
SimpliFi Inc
California
$220K +$1.58K +63 +0.7%
Wells Fargo
41
Wells Fargo
California
$218K +$181K +7,218 +523%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$214K +$19.3K +769 +10%
AFA
43
Arlington Financial Advisors
California
$212K +$209K +8,361 New
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$207K +8,270 New
LSCM
45
LaSalle Street Capital Management
Illinois
$206K
AIP
46
Ameritas Investment Partners
Nebraska
$206K +$204K +8,158 New
Citigroup
47
Citigroup
New York
$181K
MWM
48
Mascoma Wealth Management
New Hampshire
$173K -$14.1K -561 -8%
SPIA
49
Steward Partners Investment Advisory
New York
$152K +$150K +6,004 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$131K +$2.83K +113 +2%