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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
151
Berger Financial Group
Minnesota
$416K -$9.99K -416 -2%
BIA
152
Bigelow Investment Advisors
Maine
$413K +$415K +17,258 New
KAS
153
Kestra Advisory Services
Texas
$408K +$61.8K +2,573 +18%
GB
154
Goepper Burkhardt
South Carolina
$406K
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$402K +$13.3K +552 +3%
ATWA
156
Arbor Trust Wealth Advisors
Michigan
$369K
CA
157
Cetera Advisors
Colorado
$364K +$37.7K +1,568 +11%
RCA
158
Resonant Capital Advisors
Wisconsin
$357K
MFGM
159
Marshall Financial Group (Maryland)
Maryland
$337K +$58.5K +2,434 +21%
Truist Financial
160
Truist Financial
North Carolina
$335K +$5.04K +210 +2%
BEC
161
Blue Edge Capital
Virginia
$325K -$6.87K -286 -2%
T
162
TrueFG
Texas
$318K +$1.49K +62 +0.5%
OWM
163
Orgel Wealth Management
Wisconsin
$316K +$11K +457 +4%
IFAM
164
Institutional & Family Asset Management
Colorado
$314K +$745 +31 +0.2%
B
165
Bridgeworth
Alabama
$309K +$22.9K +953 +8%
DPI
166
Diversified Portfolios Inc
Michigan
$308K
WWA
167
WCG Wealth Advisors
Nevada
$304K +$23.6K +984 +8%
FWM
168
Fingerlakes Wealth Management
New York
$298K -$11K -456 -4%
CTWM
169
Cherry Tree Wealth Management
Minnesota
$294K +$296K +12,314 New
SPC
170
Sigma Planning Corp
Michigan
$292K +$34.7K +1,444 +13%
Betterment LLC
171
Betterment LLC
New York
$290K -$1.86M -77,279 -86%
RIS
172
Retirement Income Solutions
Michigan
$289K
SVWAG
173
Sound View Wealth Advisors Group
Georgia
$285K
CCMI
174
Creative Capital Management Investments
California
$283K
PA
175
PFG Advisors
Arizona
$281K -$66K -2,748 -19%