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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Rathbones Group
United Kingdom
$407K +$408K +15,650 New
SHJ
102
Sharkey, Howes & Javer
Colorado
$399K +$400K +15,346 New
RW
103
REDW Wealth
New Mexico
$396K +$49.4K +1,893 +14%
WCWM
104
Willow Creek Wealth Management
California
$386K +$11K +421 +3%
PP
105
PDS Planning
Ohio
$385K +$70.9K +2,719 +22%
AGA
106
Arkos Global Advisors
Texas
$383K -$2.87K -110 -0.7%
Prudential Financial
107
Prudential Financial
New Jersey
$350K +$351K +13,467 New
ODCM
108
Old Dominion Capital Management
Virginia
$346K +$347K +13,314 New
OPS
109
Orion Portfolio Solutions
Nebraska
$343K -$61.6K -2,364 -15%
OWA
110
One Wealth Advisors
California
$319K +$320K +12,283 New
Creative Planning
111
Creative Planning
Kansas
$314K +$99.7K +3,824 +46%
LRIA
112
Leonard Rickey Investment Advisors
Washington
$313K +$314K +12,052 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$300K +$301K +11,549 New
BDFN
114
Bond & Devick Financial Network
Minnesota
$295K +$296K +11,344 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$295K +$296K +11,371 New
SPIA
116
Steward Partners Investment Advisory
New York
$294K +$156K +5,968 +111%
G
117
GenTrust
Florida
$289K +$291K +11,150 New
BPA
118
Beacon Pointe Advisors
California
$285K +$78 +3 +0%
KLI
119
Kelman-Lazarov Inc
Tennessee
$284K +$285K +10,927 New
CFIA
120
Cantor Fitzgerald Investment Advisors
New York
$278K
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K +$7.95K +305 +3%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$37.9K +1,453 +17%
FCM
123
Firestone Capital Management
Florida
$258K +$67.7K +2,598 +35%
OWM
124
Orgel Wealth Management
Wisconsin
$250K +$21.2K +812 +9%
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$239K