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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$538K +$536K +20,548 New
HR
77
Hardy Reed
Mississippi
$501K +$500K +19,149 New
DJSG
78
D.J. St. Germain
Massachusetts
$497K +$37.5K +1,438 +8%
PWM
79
Perigon Wealth Management
California
$493K -$336K -12,886 -41%
PA
80
PFG Advisors
Arizona
$493K +$97.9K +3,752 +25%
RA
81
RFG Advisory
Alabama
$465K +$156K +5,989 +51%
PR
82
Payden & Rygel
California
$463K -$577K -22,120 -56%
CCM
83
Cribstone Capital Management
Maine
$455K -$50.9K -1,951 -10%
MIS
84
Morningstar Investment Services
Illinois
$455K +$53.4K +2,046 +13%
ATWA
85
Arbor Trust Wealth Advisors
Michigan
$424K – – –
OPS
86
Orion Portfolio Solutions
Nebraska
$407K -$79.2K -3,034 -16%
GBBWRPM
87
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$391K +$390K +14,923 New
AGA
88
Arkos Global Advisors
Texas
$389K -$128K -4,920 -25%
WCWM
89
Willow Creek Wealth Management
California
$378K +$13.7K +523 +4%
RCA
90
Resonant Capital Advisors
Wisconsin
$373K +$372K +14,249 New
AFAS
91
Acorn Financial Advisory Services
Virginia
$352K +$351K +13,430 New
RW
92
REDW Wealth
New Mexico
$350K +$10.4K +400 +3%
TPCW
93
TD Private Client Wealth
New York
$333K – – –
KAS
94
Kestra Advisory Services
Texas
$322K +$322K +12,321 New
PP
95
PDS Planning
Ohio
$317K -$5.67K -217 -2%
PAS
96
Park Avenue Securities
New York
$297K +$66.2K +2,535 +29%
SWM
97
SeaCrest Wealth Management
New York
$293K +$292K +11,193 New
BPA
98
Beacon Pointe Advisors
California
$288K -$2.82K -108 -1%
AFG
99
Albion Financial Group
Utah
$288K +$287K +10,993 New
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$278K -$140K -5,363 -34%
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4
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