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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Continuum Advisory
Idaho
$523K +$3.6K +143 +0.7%
JBA
152
Johnson Bixby & Associates
Washington
$508K +$30.6K +1,215 +6%
MFPI
153
Midwest Financial Partners Investments
Minnesota
$507K +$53.1K +2,106 +12%
PWMG
154
Private Wealth Management Group
New Jersey
$501K +$8.55K +339 +2%
AIM
155
Archer Investment Management
Texas
$487K +$489K +19,416 New
MCA
156
Midwest Capital Advisors
Michigan
$485K +$11.5K +458 +2%
JAA
157
Joel Adams & Associates
North Carolina
$485K +$3.6K +143 +0.7%
MML Investors Services
158
MML Investors Services
Massachusetts
$472K -$239K -9,498 -34%
ODIJL
159
One Day In July LLC
Vermont
$466K – – –
T
160
TrueFG
Texas
$464K +$72K +2,855 +18%
TFP
161
Townsend Financial Planning
Kentucky
$463K +$1.21K +48 +0.3%
PJSIMP
162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$432K +$933 +37 +0.2%
SIA
163
SGL Investment Advisors
Montana
$428K +$48.5K +1,922 +13%
AWM
164
Aprio Wealth Management
Georgia
$427K -$45.8K -1,815 -10%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$424K +$14.6K +579 +4%
SWA
166
Sax Wealth Advisors
New Jersey
$421K – – –
BPA
167
Beacon Pointe Advisors
California
$420K +$154K +6,114 +57%
TWM
168
Tradition Wealth Management
Minnesota
$408K -$2.87K -114 -0.7%
RCA
169
Resonant Capital Advisors
Wisconsin
$404K -$3.13K -124 -0.8%
AF
170
Amara Financial
California
$389K +$147K +5,841 +60%
GB
171
Goepper Burkhardt
South Carolina
$381K +$2.52K +100 +0.7%
ISFAN
172
Investor's Fiduciary Advisor Network
Washington
$378K -$19.1K -759 -5%
VNA
173
Valley National Advisers
Pennsylvania
$366K +$54.9K +2,177 +17%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$359K -$14.2K -565 -4%
GPCM
175
Guardsman Private Capital Management
Florida
$357K – – –