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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$427K +$428K +16,454 New
CHP
127
Cable Hill Partners
Oregon
$426K +$427K +16,384 New
HGWM
128
Harvest Group Wealth Management
Massachusetts
$425K +$425K +16,342 New
NYLIM
129
New York Life Investment Management
New York
$425K +$426K +16,362 New
ATWA
130
Arbor Trust Wealth Advisors
Michigan
$421K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$407K +$104K +3,984 +34%
SB
132
Strategic Blueprint
Georgia
$405K -$160K -6,146 -28%
VHAM
133
Van Hulzen Asset Management
California
$401K -$410K -15,735 -50%
ODCM
134
Old Dominion Capital Management
Virginia
$398K +$104 +4 +0%
CCG
135
Capital CS Group
California
$393K -$416K -15,987 -51%
RCA
136
Resonant Capital Advisors
Wisconsin
$388K
JFA
137
JNBA Financial Advisors
Minnesota
$386K +$157K +6,020 +68%
KFAA
138
Klaas Financial Asset Advisors
Illinois
$386K +$304K +11,658 +362%
APW
139
Austin Private Wealth
Texas
$384K -$118K -4,550 -24%
AGA
140
Arkos Global Advisors
Texas
$384K -$1.69K -65 -0.4%
NB
141
Northwest Bancshares
Pennsylvania
$381K +$101K +3,875 +36%
SPIA
142
Steward Partners Investment Advisory
New York
$360K -$152K -5,840 -30%
PP
143
PDS Planning
Ohio
$358K -$11.3K -433 -3%
OFG
144
Omega Financial Group
California
$356K +$357K +13,721 New
PA
145
Parallel Advisors
California
$355K +$355K +13,650 New
T
146
TrueFG
Texas
$349K +$134K +5,145 +61%
SWM
147
SigFig Wealth Management
California
$347K -$98.5K -3,784 -22%
Creative Planning
148
Creative Planning
Kansas
$341K +$47.1K +1,809 +16%
FCM
149
Firestone Capital Management
Florida
$331K
G
150
GenTrust
Florida
$330K -$19.7K -755 -6%