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
SRB
176
Shotwell Rutter Baer
Michigan
$539K +$10.1K +406 +2%
PWMG
177
Private Wealth Management Group
New Jersey
$539K +$39.4K +1,576 +8%
HL
178
HeadInvest LLC
Maine
$539K +$12.5K +500 +2%
TF
179
Theory Financial
Colorado
$537K +$537K +21,495 New
OCA
180
OpenArc Corporate Advisory
Georgia
$537K +$537K +21,482 New
EWA
181
EverSource Wealth Advisors
Alabama
$511K +$511K +20,446 New
EPW
182
Evergreen Private Wealth
Colorado
$504K +$289K +11,579 +135%
SAG
183
SageView Advisory Group
California
$498K -$243K -9,702 -33%
MCA
184
Midwest Capital Advisors
Michigan
$489K +$5.35K +214 +1%
JAA
185
Joel Adams & Associates
North Carolina
$489K +$5.37K +215 +1%
CIA
186
Concurrent Investment Advisors
Florida
$484K +$484K +19,370 New
TW
187
Traveka Wealth
California
$464K +$464K +18,559 New
T
188
TrueFG
Texas
$460K -$2.7K -108 -0.6%
RA
189
RFG Advisory
Alabama
$450K +$450K +18,009 New
MFGM
190
Marshall Financial Group (Maryland)
Maryland
$441K +$107K +4,294 +32%
PJSIMP
191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K +$8.77K +351 +2%
SIA
192
SGL Investment Advisors
Montana
$439K +$13.4K +536 +3%
MOS
193
MGO One Seven
Ohio
$433K +$434K +17,344 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$425K +$180K +7,200 +73%
IP
195
Indivisible Partners
Florida
$423K +$423K +16,915 New
AWM
196
Aprio Wealth Management
Georgia
$415K -$10.8K -432 -3%
ODIJL
197
One Day In July LLC
Vermont
$414K -$49.8K -1,993 -11%
TWM
198
Tradition Wealth Management
Minnesota
$409K +$1.93K +77 +0.5%
EFN
199
Equita Financial Network
Pennsylvania
$405K +$67K +2,679 +20%
RCA
200
Resonant Capital Advisors
Wisconsin
$405K +$1.35K +54 +0.3%