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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$621K -$370K -14,381 -37%
BSB
127
Bangor Savings Bank
Maine
$603K +$145K +5,615 +31%
NA
128
NewEdge Advisors
Louisiana
$601K +$603K +23,425 New
CI
129
CX Institutional
Indiana
$588K -$1.29K -50 -0.2%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$582K +$584K +22,679 New
PHIC
131
Pine Haven Investment Counsel
Massachusetts
$571K +$574K +22,278 New
BDFN
132
Bond & Devick Financial Network
Minnesota
$565K +$85.7K +3,329 +18%
BPA
133
Beacon Pointe Advisors
California
$561K +$1.44K +56 +0.3%
CWA
134
Clearview Wealth Advisors
Oregon
$557K -$234K -9,078 -29%
OFG
135
Omega Financial Group
California
$557K +$206K +7,987 +58%
SFS
136
Sowell Financial Services
Arkansas
$537K +$539K +20,917 New
KFAA
137
Klaas Financial Asset Advisors
Illinois
$533K +$152K +5,890 +40%
Creative Planning
138
Creative Planning
Kansas
$524K +$187K +7,277 +55%
FCM
139
Firestone Capital Management
Florida
$523K +$198K +7,704 +61%
PFM
140
Parsec Financial Management
North Carolina
$514K +$516K +20,033 New
RA
141
RFG Advisory
Alabama
$508K -$534K -20,719 -51%
RF
142
Resolute Financial
Massachusetts
$504K +$506K +19,657 New
PA
143
PFG Advisors
Arizona
$486K -$4.3K -167 -0.9%
KAS
144
Kestra Advisory Services
Texas
$484K -$305K -11,842 -39%
CPWMP
145
Cardinal Point Wealth Management Partners
California
$475K +$477K +18,525 New
FPCP
146
Fort Point Capital Partners
California
$464K +$466K +18,091 New
IFAM
147
Institutional & Family Asset Management
Colorado
$456K +$12.8K +496 +3%
MG
148
Mather Group
Illinois
$452K +$29.8K +1,158 +7%
OPS
149
Orion Portfolio Solutions
Nebraska
$425K -$69.8K -2,712 -14%
PC
150
Pecaut & Co
Iowa
$425K +$427K +16,586 New