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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
MMA Asset Management
Pennsylvania
$1.19M +$5.47K +218 +0.4%
FT
77
Fiduciary Trust
Massachusetts
$1.19M +$11K +438 +0.9%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.18M -$337K -13,441 -22%
WCWM
79
Willow Creek Wealth Management
California
$1.17M +$582K +23,176 +95%
OWA
80
Opal Wealth Advisors
New York
$1.14M -$350K -13,961 -23%
TPCW
81
TD Private Client Wealth
New York
$1.14M +$792K +31,539 +215%
LRIA
82
Leonard Rickey Investment Advisors
Washington
$1.12M +$176K +7,016 +18%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$1.08M
APP
84
Avantax Planning Partners
Iowa
$1.07M +$1.1M +43,633 New
HHGA
85
Halbert Hargrove Global Advisors
California
$1.07M +$187K +7,453 +21%
BBA
86
Braun-Bostich & Associates
Pennsylvania
$1.07M +$1.09M +43,415 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$1.07M -$255K -10,147 -19%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$1.03M +$108K +4,296 +11%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$1.03M -$100 -4 -0%
BMD
90
Better Money Decisions
New Mexico
$1.03M +$12.5K +500 +1%
LFA
91
Level Financial Advisors
New York
$1.01M +$254K +10,120 +33%
CL
92
CPWM LLC
Washington
$968K +$75.5K +3,009 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$939K -$1.58M -63,004 -62%
AFAS
94
Acorn Financial Advisory Services
Virginia
$916K -$66.3K -2,640 -7%
AFG
95
Albion Financial Group
Utah
$899K +$2.13K +85 +0.2%
EH
96
Equitable Holdings
New York
$884K -$491K -19,575 -35%
GW
97
GW & Wade
Massachusetts
$882K +$100K +3,985 +13%
5L
98
55I LLC
Massachusetts
$880K -$1.86M -73,920 -67%
PAG
99
Private Advisor Group
New Jersey
$875K -$4.4M -175,142 -83%
LRWA
100
Long Run Wealth Advisors
New York
$863K +$120K +4,780 +16%