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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
76
Arbor Trust Wealth Advisors
Michigan
$423K – – –
NFG
77
Next Financial Group
Texas
$423K +$423K +16,219 New
CFIA
78
Cantor Fitzgerald Investment Advisors
New York
$416K -$48K -1,838 -10%
MIS
79
Morningstar Investment Services
Illinois
$400K +$61.9K +2,372 +18%
PA
80
PFG Advisors
Arizona
$392K +$394K +15,076 New
WCWM
81
Willow Creek Wealth Management
California
$363K +$363K +13,902 New
RW
82
REDW Wealth
New Mexico
$338K +$338K +12,951 New
TPCW
83
TD Private Client Wealth
New York
$332K -$66.6K -2,551 -17%
PP
84
PDS Planning
Ohio
$322K +$1.15K +44 +0.4%
RA
85
RFG Advisory
Alabama
$308K +$308K +11,788 New
PA
86
Parkside Advisors
California
$307K +$106K +4,054 +53%
BPA
87
Beacon Pointe Advisors
California
$291K -$34.9K -1,338 -11%
5L
88
55I LLC
Massachusetts
$279K +$279K +10,670 New
FCM
89
Firestone Capital Management
Florida
$255K +$940 +36 +0.4%
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K +$16.5K +631 +7%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$237K +$237K +9,080 New
VHAM
92
Van Hulzen Asset Management
California
$232K – – –
PAS
93
Park Avenue Securities
New York
$230K +$230K +8,817 New
OWM
94
Orgel Wealth Management
Wisconsin
$227K +$10.8K +412 +5%
PMG
95
ProVise Management Group
Florida
$224K +$22K +843 +11%
FAAS
96
First Allied Advisory Services
California
$201K +$201K +7,702 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$26.4K +1,012 +20%
AIC
98
Archer Investment Corporation
Indiana
$147K +$77.2K +2,959 +111%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$142K +$38.7K +1,481 +37%
FCA
100
FinTrust Capital Advisors
South Carolina
$113K – – –
2 3
4
5 6