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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
176
Kelman-Lazarov Inc
Tennessee
$267K +$4.82K +192 +2%
TF
177
TimeScale Financial
Massachusetts
$266K +$552 +22 +0.2%
VWA
178
VERITY Wealth Advisors
United States
$264K +$49.7K +1,981 +23%
SPIA
179
Strategic Point Investment Advisors
Rhode Island
$246K
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$81.5K -3,248 -25%
OWM
181
Orgel Wealth Management
Wisconsin
$245K +$251 +10 +0.1%
CF
182
Corrigan Financial
Rhode Island
$242K +$247K +9,839 New
AF
183
Advisornet Financial
Minnesota
$239K +$149K +5,917 +157%
VHAM
184
Van Hulzen Asset Management
California
$229K +$31.3K +1,249 +16%
MFGM
185
Marshall Financial Group (Maryland)
Maryland
$228K +$232K +9,259 New
CWAG
186
Compton Wealth Advisory Group
Virginia
$225K
DL
187
DOHJ LLC
Washington
$220K +$224K +8,932 New
PAS
188
Park Avenue Securities
New York
$218K -$1.78M -70,994 -89%
Creative Planning
189
Creative Planning
Kansas
$216K -$292K -11,635 -57%
CW
190
CreativeOne Wealth
Kansas
$215K -$88.9K -3,542 -29%
CFGS
191
Concourse Financial Group Securities
Alabama
$207K -$8.26K -329 -4%
PA
192
Prism Advisors
California
$206K -$33.5K -1,334 -14%
HIF
193
Hill Island Financial
Michigan
$206K +$276 +11 +0.1%
GAM
194
Gould Asset Management
California
$202K -$49.3K -1,965 -19%
Deutsche Bank
195
Deutsche Bank
Germany
$201K
William Blair & Company
196
William Blair & Company
Illinois
$184K -$74.4K -2,964 -28%
HPC
197
HM Payson & Co
Maine
$158K
BAM
198
Belpointe Asset Management
Nevada
$157K -$627 -25 -0.4%
SPIA
199
Steward Partners Investment Advisory
New York
$146K -$101K -4,014 -40%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$137K +$139K +5,546 New