We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$239K +$240K +9,201 New
CWAG
127
Compton Wealth Advisory Group
Virginia
$237K +$238K +9,125 New
GAM
128
Gould Asset Management
California
$232K +$233K +8,945 New
SPC
129
Sigma Planning Corp
Michigan
$231K +$232K +8,887 New
EWM
130
Empirical Wealth Management
Washington
$220K +$221K +8,483 New
HI
131
Harbour Investments
Wisconsin
$217K +$217K +8,335 New
COF
132
Capital One Financial
Virginia
$217K +$218K +8,362 New
NFG
133
Next Financial Group
Texas
$211K -$49.5K -1,898 -19%
KWM
134
Kingsview Wealth Management
Oregon
$210K +$211K +8,084 New
T
135
TrueFG
Texas
$210K +$211K +8,090 New
LFG
136
Larson Financial Group
Missouri
$196K +$192K +7,364 +4,490%
TAIM
137
TD Ameritrade Investment Management
Nebraska
$186K
Deutsche Bank
138
Deutsche Bank
Germany
$175K +$176K +6,736 New
SWG
139
Summit Wealth Group
Vermont
$169K +$169K +6,495 New
JFA
140
JNBA Financial Advisors
Minnesota
$167K +$106K +4,072 +171%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K +$154K +5,906 New
CFD
142
Creative Financial Designs
Indiana
$146K +$103K +3,949 +238%
FCA
143
FinTrust Capital Advisors
South Carolina
$113K
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$112K +$112K +4,297 New
AssetMark Inc
145
AssetMark Inc
California
$94K +$12.8K +489 +16%
CWA
146
Clearview Wealth Advisors
Oregon
$88K +$85.3K +3,270 +2,748%
FRA
147
Front Row Advisors
California
$86K +$26.1K +1,000 +43%
PP
148
Prosperity Planning
Missouri
$82K
AWM
149
AllSquare Wealth Management
New York
$80K
LF
150
Lee Financial
Texas
$80K