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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Private Wealth Management Group
New Jersey
$479K +$25.1K +995 +6%
JBA
152
Johnson Bixby & Associates
Washington
$476K -$18.4K -732 -4%
IFWM
153
Institute for Wealth Management
Colorado
$462K +$67.9K +2,697 +17%
TW
154
Traveka Wealth
California
$452K +$604 +24 +0.1%
MCA
155
Midwest Capital Advisors
Michigan
$429K +$4.68K +186 +1%
SP
156
Symmetry Partners
Connecticut
$424K +$54.3K +2,158 +15%
SWA
157
Sax Wealth Advisors
New Jersey
$422K +$420K +16,691 New
CA
158
Continuum Advisory
Idaho
$412K +$46.5K +1,846 +13%
RF
159
RHS Financial
California
$411K +$1.79K +71 +0.4%
TWM
160
Tradition Wealth Management
Minnesota
$411K +$2.64K +105 +0.7%
RCA
161
Resonant Capital Advisors
Wisconsin
$411K +$41.2K +1,637 +11%
JAA
162
Joel Adams & Associates
North Carolina
$395K +$353 +14 +0.1%
T
163
TrueFG
Texas
$389K +$15K +595 +4%
ISFAN
164
Investor's Fiduciary Advisor Network
Washington
$376K -$7.08K -281 -2%
APP
165
Avantax Planning Partners
Iowa
$375K +$15.4K +610 +4%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$368K +$2.12K +84 +0.6%
SIA
167
SGL Investment Advisors
Montana
$367K +$54.1K +2,149 +17%
Betterment LLC
168
Betterment LLC
New York
$351K +$91.4K +3,631 +35%
VW
169
Veridan Wealth
Oregon
$348K +$347K +13,761 New
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$346K -$6.14K -244 -2%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$344K +$9.34K +371 +3%
GB
172
Goepper Burkhardt
South Carolina
$344K – – –
WA
173
Waverly Advisors
Alabama
$341K +$781 +31 +0.2%
EB
174
Eastern Bank
Massachusetts
$335K -$47.3K -1,879 -12%
BFG
175
Berger Financial Group
Minnesota
$335K +$13.9K +553 +4%