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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
151
Davenport & Co
Virginia
$406K
OWA
152
One Wealth Advisors
California
$388K -$399K -16,430 -50%
RIS
153
Retirement Income Solutions
Michigan
$385K +$388K +15,990 New
FPCP
154
Fort Point Capital Partners
California
$378K
BDFN
155
Bond & Devick Financial Network
Minnesota
$376K -$223K -9,203 -37%
AF
156
Arrow Financial
New York
$374K -$1.59M -65,616 -81%
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$372K -$18.7K -770 -5%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$365K -$33.7K -1,390 -8%
RCA
159
Resonant Capital Advisors
Wisconsin
$360K
TWM
160
Tradition Wealth Management
Minnesota
$358K -$8.78K -362 -2%
NYLIM
161
New York Life Investment Management
New York
$347K +$8.95K +369 +3%
CL
162
CPWM LLC
Washington
$343K -$608K -25,055 -64%
PP
163
PDS Planning
Ohio
$341K -$5.41K -223 -2%
BEC
164
Blue Edge Capital
Virginia
$338K +$8.68K +358 +3%
IFAM
165
Institutional & Family Asset Management
Colorado
$337K -$40.7K -1,676 -11%
T
166
TrueFG
Texas
$330K -$2.11K -87 -0.6%
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K -$9.22K -380 -3%
RBA
168
Richard Bernstein Advisors
New York
$323K +$325K +13,411 New
V
169
Veritable
Delaware
$313K
RW
170
REDW Wealth
New Mexico
$311K
EPP
171
ETF Portfolio Partners
Kansas
$311K +$243 +10 +0.1%
AAS
172
Ameritas Advisory Services
Nebraska
$304K +$41.6K +1,713 +16%
MFGM
173
Marshall Financial Group (Maryland)
Maryland
$302K +$79.1K +3,259 +35%
OWM
174
Orgel Wealth Management
Wisconsin
$301K +$61.9K +2,553 +26%
FCM
175
Firestone Capital Management
Florida
$299K -$153K -6,313 -34%