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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Clearview Wealth Advisors
Oregon
$680K +$592K +22,737 +671%
TPCW
102
TD Private Client Wealth
New York
$673K +$112K +4,305 +20%
PR
103
Payden & Rygel
California
$644K +$184K +7,069 +40%
SWG
104
Summit Wealth Group
Vermont
$631K +$462K +17,741 +273%
SPC
105
Sigma Planning Corp
Michigan
$626K +$395K +15,155 +171%
HR
106
Hardy Reed
Mississippi
$611K +$101K +3,893 +20%
NA
107
Nottingham Advisors
New York
$597K +$28.6K +1,099 +5%
CI
108
CX Institutional
Indiana
$595K -$263K -10,105 -31%
MWA
109
MFA Wealth Advisors
Pennsylvania
$583K -$16.6K -637 -3%
KAS
110
Kestra Advisory Services
Texas
$578K +$578K +22,211 New
SB
111
Strategic Blueprint
Georgia
$565K +$565K +21,716 New
MWM
112
Mattern Wealth Management
Kansas
$556K -$9.57M -367,643 -95%
RG
113
Rathbones Group
United Kingdom
$555K +$147K +5,650 +36%
RA
114
RFG Advisory
Alabama
$553K +$12.3K +472 +2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$528K +$231K +8,890 +78%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$260K +9,967 +100%
SPIA
117
Steward Partners Investment Advisory
New York
$513K +$218K +8,365 +74%
APW
118
Austin Private Wealth
Texas
$503K +$503K +19,331 New
CCM
119
Cribstone Capital Management
Maine
$501K +$208 +8 +0%
CFD
120
Creative Financial Designs
Indiana
$491K +$345K +13,239 +236%
EWM
121
Empirical Wealth Management
Washington
$484K +$263K +10,085 +119%
GW
122
GW & Wade
Massachusetts
$467K +$6.43K +247 +1%
HI
123
Harbour Investments
Wisconsin
$462K +$245K +9,420 +113%
PA
124
PFG Advisors
Arizona
$461K -$38.5K -1,480 -8%
SWM
125
SigFig Wealth Management
California
$447K +$447K +17,158 New