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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
151
Larson Financial Group
Missouri
$475K -$111K -4,489 -19%
AWE
152
Avidian Wealth Enterprises
Texas
$467K +$3.35K +135 +0.7%
PWMG
153
Private Wealth Management Group
New Jersey
$455K +$35.6K +1,435 +9%
HL
154
HeadInvest LLC
Maine
$450K +$24.8K +1,000 +6%
ISFAN
155
Investor's Fiduciary Advisor Network
Washington
$446K -$14.3K -577 -3%
TW
156
Traveka Wealth
California
$445K +$146K +5,898 +50%
LA
157
LexAurum Advisors
Kansas
$443K -$103K -4,158 -19%
PAG
158
Private Advisor Group
New Jersey
$437K +$39.4K +1,586 +10%
MCA
159
Midwest Capital Advisors
Michigan
$428K +$447 +18 +0.1%
KAS
160
Kestra Advisory Services
Texas
$428K -$61.3K -2,468 -13%
DE
161
Diversified Enterprises
Delaware
$416K -$79.2K -3,189 -16%
DAS
162
Diversify Advisory Services
Utah
$415K -$26K -1,047 -6%
GB
163
Goepper Burkhardt
South Carolina
$412K -$24.8K -1,000 -6%
HF
164
HRT Financial
New York
$411K +$408K +16,456 New
FPAS
165
Focus Partners Advisor Solutions
Missouri
$409K +$40.3K +1,622 +11%
TWM
166
Tradition Wealth Management
Minnesota
$406K -$65K -2,617 -14%
CWM
167
Congress Wealth Management
Massachusetts
$399K +$397K +15,980 New
JAA
168
Joel Adams & Associates
North Carolina
$390K -$16.7K -671 -4%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$386K – – –
CA
170
Continuum Advisory
Idaho
$380K -$26.7K -1,077 -7%
CCMI
171
Creative Capital Management Investments
California
$379K – – –
T
172
TrueFG
Texas
$376K -$3.03K -122 -0.8%
AAS
173
Ameritas Advisory Services
Nebraska
$373K +$9.04K +364 +2%
IWC
174
Integrated Wealth Concepts
Massachusetts
$371K +$122K +4,931 +50%
SP
175
Symmetry Partners
Connecticut
$365K – – –
5 6
7
8 9