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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$306K +$313K +13,027 New
RW
177
REDW Wealth
New Mexico
$303K – – –
DPI
178
Diversified Portfolios Inc
Michigan
$303K +$310K +12,895 New
WWA
179
WCG Wealth Advisors
Nevada
$302K +$76.9K +3,197 +33%
EPP
180
ETF Portfolio Partners
Kansas
$298K -$5.48K -228 -2%
MFGM
181
Marshall Financial Group (Maryland)
Maryland
$295K +$1.08K +45 +0.4%
BCMO
182
Buckingham Capital Management (Ohio)
Ohio
$292K +$299K +12,428 New
OWM
183
Orgel Wealth Management
Wisconsin
$275K -$18.7K -777 -6%
KAS
184
Kestra Advisory Services
Texas
$275K +$23.2K +963 +9%
CA
185
Cetera Advisors
Colorado
$274K -$5.53K -230 -2%
MWM
186
Modera Wealth Management
New Jersey
$266K – – –
SPIA
187
Strategic Point Investment Advisors
Rhode Island
$266K – – –
OIA
188
OneDigital Investment Advisors
Kansas
$266K +$273K +11,343 New
FCM
189
Firestone Capital Management
Florida
$264K -$27.9K -1,161 -9%
NA
190
Nottingham Advisors
New York
$263K -$11.5K -480 -4%
TAIM
191
TD Ameritrade Investment Management
Nebraska
$262K -$1.01K -42 -0.4%
LGWM
192
Litman Gregory Wealth Management
California
$262K +$268K +11,137 New
V
193
Veritable
Delaware
$256K -$49.9K -2,073 -16%
RW
194
Rede Wealth
Virginia
$254K +$22.3K +926 +9%
TF
195
TimeScale Financial
Massachusetts
$250K -$3.49K -145 -1%
KLI
196
Kelman-Lazarov Inc
Tennessee
$246K – – –
GAM
197
Gould Asset Management
California
$233K +$238K +9,905 New
OPS
198
Orion Portfolio Solutions
Nebraska
$228K +$233K +9,686 New
BDFN
199
Bond & Devick Financial Network
Minnesota
$223K -$147K -6,113 -39%
VHAM
200
Van Hulzen Asset Management
California
$218K -$818 -34 -0.4%
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