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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
101
Cantor Fitzgerald Investment Advisors
New York
$1.09M -$38.6K -1,552 -3%
VFA
102
Valeo Financial Advisors
Indiana
$1.07M +$54.7K +2,201 +5%
William Blair & Company
103
William Blair & Company
Illinois
$1.04M +$5.62K +226 +0.6%
Citadel Advisors
104
Citadel Advisors
Florida
$1.03M +$1.01M +40,810 New
JSAM
105
J. Safra Asset Management
New York
$996K +$294K +11,819 +43%
ACA
106
Affinity Capital Advisors
California
$951K -$194K -7,807 -17%
DC
107
Davenport & Co
Virginia
$938K +$107K +4,315 +13%
IGAM
108
iA Global Asset Management
Quebec, Canada
$936K
OWA
109
Opal Wealth Advisors
New York
$898K +$59.3K +2,384 +7%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$878K -$1.55M -62,500 -64%
CTC
111
Central Trust Company
Missouri
$872K -$1.99K -80 -0.2%
MIS
112
Morningstar Investment Services
Illinois
$825K +$814K +32,729 New
FCIM
113
Fairview Capital Investment Management
California
$800K
BFM
114
Boston Financial Management
Massachusetts
$795K +$82.5K +3,316 +12%
AFG
115
Albion Financial Group
Utah
$779K -$152K -6,099 -16%
PHIC
116
Pine Haven Investment Counsel
Massachusetts
$765K +$66.8K +2,686 +10%
AWM
117
Aprio Wealth Management
Georgia
$765K +$995 +40 +0.1%
NA
118
NewEdge Advisors
Louisiana
$755K +$79.2K +3,185 +12%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$743K -$465K -18,718 -39%
LFA
120
Level Financial Advisors
New York
$734K -$29.8K -1,199 -4%
OIA
121
OneDigital Investment Advisors
Kansas
$715K +$707K +28,423 New
WA
122
Westfuller Advisors
New York
$701K +$692K +27,842 New
HGWM
123
Horst & Graben Wealth Management
Oregon
$679K +$671K +26,987 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$677K -$35.7K -1,434 -5%
Bank Julius Baer & Co
125
Bank Julius Baer & Co
Switzerland
$654K -$438K -17,605 -45%