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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
126
Baker Avenue Asset Management
California
$685K
FPAS
127
Focus Partners Advisor Solutions
Missouri
$666K +$37K +1,567 +6%
CCM
128
Cribstone Capital Management
Maine
$662K -$12.8K -542 -2%
LGWM
129
Litman Gregory Wealth Management
California
$661K +$394K +16,675 +150%
RG
130
Rathbones Group
United Kingdom
$654K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$653K -$469K -19,888 -42%
DC
132
Davenport & Co
Virginia
$633K +$230K +9,755 +58%
ODIJL
133
One Day In July LLC
Vermont
$632K -$2.71K -115 -0.4%
UCFA
134
United Capital Financial Advisors
Texas
$619K +$243K +10,310 +66%
VWA
135
VERITY Wealth Advisors
United States
$614K
HGWM
136
Horst & Graben Wealth Management
Oregon
$609K +$140K +5,933 +30%
AFAS
137
Acorn Financial Advisory Services
Virginia
$608K -$20.7K -877 -3%
WT
138
Whittier Trust
California
$602K -$902K -38,227 -60%
AWM
139
Axxcess Wealth Management
California
$584K +$580K +24,577 New
SPC
140
Sigma Planning Corp
Michigan
$577K -$94K -3,984 -14%
RF
141
Resolute Financial
Massachusetts
$573K -$36.8K -1,558 -6%
KAS
142
Kestra Advisory Services
Texas
$560K +$280K +11,867 +101%
Lido Advisors
143
Lido Advisors
California
$551K +$98.9K +4,192 +22%
AIP
144
Ameritas Investment Partners
Nebraska
$547K -$112K -4,749 -17%
HGWM
145
Harvest Group Wealth Management
Massachusetts
$541K +$1.25K +53 +0.2%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K +$21.2K +897 +4%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$517K -$13.2K -560 -3%
BSB
148
Bangor Savings Bank
Maine
$509K
PHIC
149
Pine Haven Investment Counsel
Massachusetts
$500K -$15.8K -669 -3%
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$489K +$128K +5,429 +36%