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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$1.04M -$181K -7,189 -15%
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M -$40.6K -1,610 -4%
CI
103
CX Institutional
Indiana
$996K +$21K +832 +2%
PHIC
104
Pine Haven Investment Counsel
Massachusetts
$977K +$9.96K +395 +1%
Creative Planning
105
Creative Planning
Kansas
$944K +$741K +29,413 +356%
WA
106
Westfuller Advisors
New York
$932K +$208K +8,242 +28%
SWG
107
Summit Wealth Group
Vermont
$929K -$28.3K -1,122 -3%
Franklin Resources
108
Franklin Resources
California
$918K +$6.81K +270 +0.7%
NA
109
NewEdge Advisors
Louisiana
$892K -$249K -9,879 -22%
CAM
110
Cresset Asset Management
Illinois
$874K – – –
LFA
111
Level Financial Advisors
New York
$873K +$529 +21 +0.1%
AF
112
Arrow Financial
New York
$866K – – –
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$862K -$2.87K -114 -0.3%
CPBTD
114
Central Pacific Bank - Trust Division
Hawaii
$846K – – –
FCIM
115
Fairview Capital Investment Management
California
$832K – – –
TPCW
116
TD Private Client Wealth
New York
$821K -$389K -15,425 -32%
UCFA
117
United Capital Financial Advisors
Texas
$793K -$134K -5,305 -14%
HR
118
Hardy Reed
Mississippi
$791K +$76.4K +3,030 +11%
MA
119
Mutual Advisors
Nebraska
$771K +$314K +12,454 +68%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$770K +$200K +7,930 +35%
Jane Street
121
Jane Street
New York
$762K +$234K +9,263 +44%
MAC
122
Mason & Associates (California)
California
$756K +$451K +17,877 +145%
SAG
123
SageView Advisory Group
California
$743K -$3.93K -156 -0.5%
EFM
124
Eley Financial Management
Vermont
$717K +$721K +28,593 New
JMNC
125
J. Mark Nickell & Co
Tennessee
$711K – – –