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

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
151
Johnson Bixby & Associates
Washington
$492K -$71.4K -2,862 -13%
SRB
152
Shotwell Rutter Baer
Michigan
$491K -$2.29K -92 -0.5%
LFG
153
Larson Financial Group
Missouri
$486K +$7.73K +310 +2%
FPAS
154
Focus Partners Advisor Solutions
Missouri
$480K +$67.8K +2,720 +17%
LA
155
LexAurum Advisors
Kansas
$474K +$27.4K +1,097 +6%
AWE
156
Avidian Wealth Enterprises
Texas
$469K -$997 -40 -0.2%
HL
157
HeadInvest LLC
Maine
$458K +$4.99K +200 +1%
PWMG
158
Private Wealth Management Group
New Jersey
$451K -$7.33K -294 -2%
TW
159
Traveka Wealth
California
$449K +$549 +22 +0.1%
IWC
160
Integrated Wealth Concepts
Massachusetts
$425K +$50.6K +2,030 +14%
MCA
161
Midwest Capital Advisors
Michigan
$422K -$9.65K -387 -2%
PA
162
Parallel Advisors
California
$411K -$112K -4,500 -22%
RF
163
RHS Financial
California
$407K +$103K +4,131 +34%
TWM
164
Tradition Wealth Management
Minnesota
$406K -$2.59K -104 -0.6%
CWM
165
Congress Wealth Management
Massachusetts
$402K +$50 +2 +0%
JAA
166
Joel Adams & Associates
North Carolina
$393K +$349 +14 +0.1%
IFWM
167
Institute for Wealth Management
Colorado
$392K +$76.5K +3,068 +25%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$388K +$385K +15,429 New
ISFAN
169
Investor's Fiduciary Advisor Network
Washington
$381K -$67.6K -2,711 -15%
EB
170
Eastern Bank
Massachusetts
$381K -$2.47M -99,170 -87%
T
171
TrueFG
Texas
$371K -$6.71K -269 -2%
SP
172
Symmetry Partners
Connecticut
$368K -$150 -6 -0%
RCA
173
Resonant Capital Advisors
Wisconsin
$367K – – –
TSS
174
Two Sigma Securities
New York
$366K +$363K +14,538 New
RCAG
175
Rehmann Capital Advisory Group
Michigan
$364K +$3.19K +128 +0.9%
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