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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
One Wealth Advisors
California
$388K +$9.4K +391 +2%
RA
152
RFG Advisory
Alabama
$377K -$144K -5,993 -27%
RPCA
153
Running Point Capital Advisors
California
$375K +$110K +4,554 +40%
FPCP
154
Fort Point Capital Partners
California
$369K
UCFA
155
United Capital Financial Advisors
Texas
$369K +$99.5K +4,138 +36%
PA
156
Parallel Advisors
California
$368K -$559K -23,264 -60%
PA
157
PFG Advisors
Arizona
$367K -$45K -1,872 -11%
AF
158
Arrow Financial
New York
$365K
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$363K +$7.53K +313 +2%
ATWA
160
Arbor Trust Wealth Advisors
Michigan
$362K
RWM
161
Raffa Wealth Management
District of Columbia
$360K +$369K +15,327 New
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K +$40.4K +1,680 +12%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$351K -$781K -32,468 -68%
RCA
164
Resonant Capital Advisors
Wisconsin
$351K
TWM
165
Tradition Wealth Management
Minnesota
$351K +$2.38K +99 +0.7%
NYLIM
166
New York Life Investment Management
New York
$347K +$8.44K +351 +2%
Truist Financial
167
Truist Financial
North Carolina
$347K +$83.6K +3,476 +31%
PP
168
PrairieView Partners
Minnesota
$335K +$221K +9,176 +180%
PP
169
PDS Planning
Ohio
$334K +$1.73K +72 +0.5%
BEC
170
Blue Edge Capital
Virginia
$327K -$2.55K -106 -0.8%
RIS
171
Retirement Income Solutions
Michigan
$327K -$49.5K -2,058 -13%
IFAM
172
Institutional & Family Asset Management
Colorado
$323K -$5.41K -225 -2%
T
173
TrueFG
Texas
$321K
CF
174
Corrigan Financial
Rhode Island
$312K +$27.3K +1,137 +9%
AAS
175
Ameritas Advisory Services
Nebraska
$311K +$15.4K +640 +5%