We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Aprio Wealth Management
Georgia
$476K -$184K -7,301 -28%
ODIJL
152
One Day In July LLC
Vermont
$469K -$89.6K -3,547 -16%
TFP
153
Townsend Financial Planning
Kentucky
$465K +$465K +18,406 New
MA
154
Mutual Advisors
Nebraska
$462K +$190K +7,521 +70%
MFPI
155
Midwest Financial Partners Investments
Minnesota
$457K +$458K +18,114 New
OWA
156
One Wealth Advisors
California
$442K -$116K -4,600 -21%
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K -$87.3K -3,457 -17%
SWA
158
Sax Wealth Advisors
New Jersey
$421K
TWM
159
Tradition Wealth Management
Minnesota
$414K +$3.89K +154 +0.9%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$412K -$279K -11,043 -40%
RCA
161
Resonant Capital Advisors
Wisconsin
$410K +$935 +37 +0.2%
ISFAN
162
Investor's Fiduciary Advisor Network
Washington
$400K +$25.1K +992 +7%
T
163
TrueFG
Texas
$395K +$7.5K +297 +2%
SIA
164
SGL Investment Advisors
Montana
$385K +$16.1K +638 +4%
GB
165
Goepper Burkhardt
South Carolina
$381K +$37.9K +1,500 +11%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$376K +$30.3K +1,200 +9%
IFWM
167
Institute for Wealth Management
Colorado
$375K -$85.9K -3,402 -19%
Bank Julius Baer & Co
168
Bank Julius Baer & Co
Switzerland
$374K -$984K -38,933 -72%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$368K +$1.42K +56 +0.4%
APP
170
Avantax Planning Partners
Iowa
$361K -$13K -514 -3%
SP
171
Symmetry Partners
Connecticut
$361K -$62.3K -2,468 -15%
GPCM
172
Guardsman Private Capital Management
Florida
$359K +$360K +14,231 New
RRA
173
Red Reef Advisors
Florida
$356K +$357K +14,119 New
VW
174
Veridan Wealth
Oregon
$353K +$5.63K +223 +2%
CFM
175
Cornerstone Financial Management
Massachusetts
$352K +$352K +13,949 New