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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$829K +$16K +666 +2%
WCWM
102
Willow Creek Wealth Management
California
$819K -$127K -5,273 -13%
UCFA
103
United Capital Financial Advisors
Texas
$818K +$119K +4,948 +17%
UB
104
UMB Bank
Missouri
$804K -$101K -4,191 -11%
WT
105
Whittier Trust
California
$803K +$199K +8,285 +33%
AFG
106
Albion Financial Group
Utah
$784K +$6.44K +268 +0.8%
CA
107
CGN Advisors
Kansas
$756K -$11.4K -473 -1%
FCIM
108
Fairview Capital Investment Management
California
$743K
DC
109
Davenport & Co
Virginia
$739K +$9.39K +391 +1%
William Blair & Company
110
William Blair & Company
Illinois
$726K +$152K +6,340 +26%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$724K +$192 +8 +0%
PP
112
PrairieView Partners
Minnesota
$719K +$12.7K +528 +2%
BBA
113
Braun-Bostich & Associates
Pennsylvania
$715K -$297K -12,369 -29%
AWS
114
Atria Wealth Solutions
New York
$696K -$27.8K -1,159 -4%
BAAM
115
Baker Avenue Asset Management
California
$689K
MMA
116
Miracle Mile Advisors
California
$687K -$133K -5,529 -16%
LGWM
117
Litman Gregory Wealth Management
California
$674K +$677K +28,205 New
BWM
118
Baystate Wealth Management
Massachusetts
$671K -$154K -6,415 -19%
RG
119
Rathbones Group
United Kingdom
$658K
EH
120
Equitable Holdings
New York
$653K +$673 +28 +0.1%
VWA
121
VERITY Wealth Advisors
United States
$617K
ODIJL
122
One Day In July LLC
Vermont
$614K -$21.7K -902 -3%
HighTower Advisors
123
HighTower Advisors
Illinois
$611K -$50K -2,083 -8%
AFAS
124
Acorn Financial Advisory Services
Virginia
$609K
AWM
125
Axxcess Wealth Management
California
$595K -$14K -582 -2%