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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
176
Sequoia Financial Advisors
Ohio
$541K -$493K -19,741 -48%
SRB
177
Shotwell Rutter Baer
Michigan
$539K +$10.1K +406 +2%
PWMG
178
Private Wealth Management Group
New Jersey
$539K +$39.4K +1,576 +8%
HL
179
HeadInvest LLC
Maine
$539K +$12.5K +500 +2%
TF
180
Theory Financial
Colorado
$537K +$537K +21,495 New
OCA
181
OpenArc Corporate Advisory
Georgia
$537K +$537K +21,482 New
EWA
182
EverSource Wealth Advisors
Alabama
$511K +$511K +20,446 New
EPW
183
Evergreen Private Wealth
Colorado
$504K +$289K +11,579 +135%
SAG
184
SageView Advisory Group
California
$498K -$243K -9,702 -33%
MCA
185
Midwest Capital Advisors
Michigan
$489K +$5.35K +214 +1%
JAA
186
Joel Adams & Associates
North Carolina
$489K +$5.37K +215 +1%
CIA
187
Concurrent Investment Advisors
Florida
$484K +$484K +19,370 New
TW
188
Traveka Wealth
California
$464K +$464K +18,559 New
T
189
TrueFG
Texas
$460K -$2.7K -108 -0.6%
RA
190
RFG Advisory
Alabama
$450K +$450K +18,009 New
MFGM
191
Marshall Financial Group (Maryland)
Maryland
$441K +$107K +4,294 +32%
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K +$8.77K +351 +2%
SIA
193
SGL Investment Advisors
Montana
$439K +$13.4K +536 +3%
MOS
194
MGO One Seven
Ohio
$433K +$434K +17,344 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$425K +$180K +7,200 +73%
IP
196
Indivisible Partners
Florida
$423K +$423K +16,915 New
AWM
197
Aprio Wealth Management
Georgia
$415K -$10.8K -432 -3%
ODIJL
198
One Day In July LLC
Vermont
$414K -$49.8K -1,993 -11%
TWM
199
Tradition Wealth Management
Minnesota
$409K +$1.93K +77 +0.5%
EFN
200
Equita Financial Network
Pennsylvania
$405K +$67K +2,679 +20%