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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.05M -$287K -11,528 -22%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$1.04M +$748 +30 +0.1%
SWG
103
Summit Wealth Group
Vermont
$1.04M -$40.5K -1,623 -4%
OWA
104
Opal Wealth Advisors
New York
$1.01M -$61.2K -2,456 -6%
DRP
105
Decker Retirement Planning
Utah
$993K +$982K +39,384 +57,078%
JFA
106
JNBA Financial Advisors
Minnesota
$971K +$73.5K +2,947 +8%
B
107
Birchbrook
Maine
$969K +$169K +6,793 +21%
LFA
108
Level Financial Advisors
New York
$911K -$19.8K -794 -2%
PHIC
109
Pine Haven Investment Counsel
Massachusetts
$889K +$56.9K +2,280 +7%
Franklin Resources
110
Franklin Resources
California
$857K +$9.15K +367 +1%
CI
111
CX Institutional
Indiana
$855K +$3.62K +145 +0.4%
LEA
112
Legacy Edge Advisors
New York
$839K -$70.2K -2,815 -8%
CFIA
113
Cantor Fitzgerald Investment Advisors
New York
$821K -$123K -4,920 -13%
FCIM
114
Fairview Capital Investment Management
California
$821K
AWM
115
Aprio Wealth Management
Georgia
$750K -$40.5K -1,626 -5%
IGAM
116
iA Global Asset Management
Quebec, Canada
$730K
SAG
117
SageView Advisory Group
California
$721K -$58.9K -2,363 -8%
MML Investors Services
118
MML Investors Services
Massachusetts
$716K -$134K -5,363 -16%
WA
119
Westfuller Advisors
New York
$714K +$5.83K +234 +0.8%
HR
120
Hardy Reed
Mississippi
$712K
AWP
121
Abacus Wealth Partners
California
$709K -$1.23M -49,211 -64%
EI
122
Ethic Inc
New York
$708K -$1.23M -49,211 -64%
NCM
123
Novare Capital Management
North Carolina
$696K +$56.1K +2,250 +9%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$691K +$3.52K +141 +0.5%
VWA
125
VERITY Wealth Advisors
United States
$663K