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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$110K +$36.5K +1,400 +50%
KFS
177
Kelly Financial Services
Massachusetts
$96K +$90.6K +3,480 +1,673%
FRA
178
Front Row Advisors
California
$94K +$7.81K +300 +9%
LF
179
Lee Financial
Texas
$86K +$5.99K +230 +7%
WFA
180
Wells Financial Advisors
Massachusetts
$84K +$22.1K +850 +36%
KFAA
181
Klaas Financial Asset Advisors
Illinois
$84K +$77.4K +2,973 +1,213%
AWM
182
AllSquare Wealth Management
New York
$80K
AssetMark Inc
183
AssetMark Inc
California
$78K -$16.4K -628 -17%
PCG
184
Private Capital Group
Connecticut
$75K +$74.9K +2,878 New
TF
185
TimeScale Financial
Massachusetts
$71K +$208 +8 +0.3%
4FG
186
4Thought Financial Group
New York
$68K +$2.45K +94 +4%
SWM
187
Sugarloaf Wealth Management
Georgia
$68K +$67.9K +2,608 +13,040%
GWM
188
Geneos Wealth Management
Colorado
$59K
WP
189
WealthShield Partners
North Carolina
$58K -$21.1K -812 Closed
EIP
190
Ellis Investment Partners
Pennsylvania
$53K +$8.23K +316 +18%
GIA
191
Goodwin Investment Advisory
Georgia
$52K +$32.9K +1,265 +171%
IA
192
IFP Advisors
Florida
$50K
MFA
193
McClarren Financial Advisors
Pennsylvania
$50K +$50.1K +1,925 New
TWM
194
Tradition Wealth Management
Minnesota
$45K +$44.5K +1,710 New
CFA
195
Carroll Financial Associates
North Carolina
$33K +$33.1K +1,272 New
RIM
196
Rockbridge Investment Management
New York
$32K +$2.71K +104 +9%
FHA
197
First Horizon Advisors
Tennessee
$31K +$31.1K +1,196 New
CCM
198
Covington Capital Management
California
$26K
SWM
199
Spire Wealth Management
Virginia
$26K +$26.2K +1,008 New
APA
200
American Portfolios Advisors
New York
$25.3K +$24.1K +927 +2,107%