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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Baystate Wealth Management
Massachusetts
$854K -$196K -7,795 -18%
CTC
102
Central Trust Company
Missouri
$839K +$238K +9,467 +39%
OWA
103
One Wealth Advisors
California
$801K -$695K -27,692 -46%
KFAA
104
Klaas Financial Asset Advisors
Illinois
$800K +$294K +11,729 +56%
WS
105
Wedbush Securities
California
$784K -$70.8K -2,820 -8%
JFA
106
JNBA Financial Advisors
Minnesota
$765K +$405K +16,141 +108%
PL
107
Plancorp LLC
Missouri
$764K +$778K +30,999 New
HR
108
Hardy Reed
Mississippi
$735K
Financial Engines Advisors
109
Financial Engines Advisors
California
$735K +$749K +29,832 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$730K -$18.5K -736 -2%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$729K +$173K +6,911 +30%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$726K +$62.1K +2,475 +9%
FCIM
113
Fairview Capital Investment Management
California
$713K
AIP
114
Ameritas Investment Partners
Nebraska
$711K -$105K -4,200 -13%
BAAM
115
Baker Avenue Asset Management
California
$710K +$86.3K +3,440 +14%
NA
116
NewEdge Advisors
Louisiana
$707K +$133K +5,308 +23%
FCM
117
Fortis Capital Management
Washington
$703K +$717K +28,550 New
IA
118
IFP Advisors
Florida
$689K +$652K +25,985 +1,199%
CCM
119
Cribstone Capital Management
Maine
$684K +$17.5K +699 +3%
RA
120
RFG Advisory
Alabama
$682K +$197K +7,859 +40%
JBA
121
Johnson Bixby & Associates
Washington
$682K +$392K +15,611 +129%
RG
122
Rathbones Group
United Kingdom
$677K
SPC
123
Sigma Planning Corp
Michigan
$649K +$20.4K +813 +3%
AWS
124
Atria Wealth Solutions
New York
$649K +$662K +26,378 New
IAIM
125
Industrial Alliance Investment Management
Quebec, Canada
$645K