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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
101
GW & Wade
Massachusetts
$263K +$262K +10,055 New
NFG
102
Next Financial Group
Texas
$262K -$162K -6,198 -38%
BFG
103
Berger Financial Group
Minnesota
$261K +$261K +9,988 New
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K +$15K +573 +6%
PMG
105
ProVise Management Group
Florida
$245K +$20.2K +775 +9%
SPIA
106
Strategic Point Investment Advisors
Rhode Island
$240K +$2.74K +105 +1%
VHAM
107
Van Hulzen Asset Management
California
$232K
OWM
108
Orgel Wealth Management
Wisconsin
$231K +$3K +115 +1%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$62.3K +2,385 +39%
MWM
110
Mattern Wealth Management
Kansas
$221K +$220K +8,433 New
Creative Planning
111
Creative Planning
Kansas
$217K +$216K +8,278 New
HighTower Advisors
112
HighTower Advisors
Illinois
$203K +$203K +7,778 New
FCM
113
Firestone Capital Management
Florida
$192K -$63.8K -2,445 -25%
TAIM
114
TD Ameritrade Investment Management
Nebraska
$186K +$43.4K +1,663 +31%
Citigroup
115
Citigroup
New York
$157K +$144K +5,532 +1,182%
SPIA
116
Steward Partners Investment Advisory
New York
$140K +$35.8K +1,371 +34%
FCA
117
FinTrust Capital Advisors
South Carolina
$113K
TI
118
tru Independence
Oregon
$82.2K +$58.7K +2,250 +253%
AssetMark Inc
119
AssetMark Inc
California
$82K
LF
120
Lee Financial
Texas
$81K +$28.2K +1,080 +54%
AWM
121
AllSquare Wealth Management
New York
$81K +$48.3K +1,849 +150%
IA
122
IFS Advisors
Kansas
$81K +$81.7K +3,131 New
TF
123
TimeScale Financial
Massachusetts
$67K +$12.6K +484 +24%
JFA
124
JNBA Financial Advisors
Minnesota
$62K +$62K +2,376 New
TIAM2
125
Tru Independence Asset Management 2
Oregon
$61K +$60.7K +2,325 New