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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Aprio Wealth Management
Georgia
$762K +$11.1K +445 +1%
LEA
127
Legacy Edge Advisors
New York
$739K +$259K +10,429 +53%
SHJ
128
Sharkey, Howes & Javer
Colorado
$721K +$147K +5,905 +25%
CAM
129
Clarity Asset Management
Iowa
$711K +$80.7K +3,248 +13%
WA
130
Westfuller Advisors
New York
$691K +$3.75K +151 +0.5%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$674K +$9.24K +372 +1%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$669K +$57.1K +2,299 +9%
HR
133
Hardy Reed
Mississippi
$653K +$125K +5,037 +24%
Bank Julius Baer & Co
134
Bank Julius Baer & Co
Switzerland
$642K +$40.4K +1,628 +7%
VWA
135
VERITY Wealth Advisors
United States
$635K
ODIJL
136
One Day In July LLC
Vermont
$634K -$994 -40 -0.2%
AIP
137
Ameritas Investment Partners
Nebraska
$613K +$15.6K +628 +3%
AF
138
Arrow Financial
New York
$606K
NCM
139
Novare Capital Management
North Carolina
$601K -$3.98K -160 -0.7%
ACA
140
Aptus Capital Advisors
Alabama
$583K +$558K +22,474 +1,970%
LFG
141
Larson Financial Group
Missouri
$580K +$32.2K +1,298 +6%
PPW
142
Presilium Private Wealth
Pennsylvania
$572K +$70K +2,816 +14%
Mariner
143
Mariner
Kansas
$558K +$15.3K +614 +3%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$541K
LA
145
LexAurum Advisors
Kansas
$540K +$29K +1,169 +6%
APP
146
Avantax Planning Partners
Iowa
$535K
AIA
147
Ally Invest Advisors
North Carolina
$533K +$71.2K +2,865 +15%
PJSIMP
148
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K +$6.14K +247 +1%
CI
149
CX Institutional
Indiana
$505K +$179K +7,221 +55%
JSW
150
Journey Strategic Wealth
New Jersey
$494K +$73.6K +2,962 +17%