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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$310K -$350K -14,608 -53%
OWM
177
Orgel Wealth Management
Wisconsin
$307K +$31.1K +1,300 +11%
CFGS
178
Concourse Financial Group Securities
Alabama
$306K +$24.4K +1,021 +9%
EPP
179
ETF Portfolio Partners
Kansas
$306K +$670 +28 +0.2%
WCFA
180
Walkner Condon Financial Advisors
Wisconsin
$300K -$15K -628 -5%
HGWM
181
Harvest Group Wealth Management
Massachusetts
$300K -$246K -10,280 -45%
RIS
182
Retirement Income Solutions
Michigan
$291K -$59.8K -2,499 -17%
B
183
Bridgeworth
Alabama
$288K +$286K +11,952 New
SVWAG
184
Sound View Wealth Advisors Group
Georgia
$287K
CCMI
185
Creative Capital Management Investments
California
$285K
FCM
186
Firestone Capital Management
Florida
$283K +$287 +12 +0.1%
WWA
187
WCG Wealth Advisors
Nevada
$282K -$1.94K -81 -0.7%
MFGM
188
Marshall Financial Group (Maryland)
Maryland
$280K +$24.3K +1,016 +10%
RW
189
Rede Wealth
Virginia
$272K +$29.7K +1,241 +12%
MML Investors Services
190
MML Investors Services
Massachusetts
$270K -$1.5M -62,660 -85%
SPC
191
Sigma Planning Corp
Michigan
$259K -$324K -13,532 -56%
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$245K -$49.5K -2,068 -17%
HGWM
193
Horst & Graben Wealth Management
Oregon
$245K -$370K -15,444 -60%
TNBTD
194
Trustmark National Bank Trust Department
Mississippi
$245K +$243K +10,168 New
AF
195
Advisornet Financial
Minnesota
$244K +$16.2K +679 +7%
KLI
196
Kelman-Lazarov Inc
Tennessee
$241K +$3.47K +145 +1%
Mariner
197
Mariner
Kansas
$229K +$227K +9,498 New
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$34.2K -1,430 -13%
HP
199
Hilltop Partners
Indiana
$225K -$106K -4,441 -32%
HL
200
HeadInvest LLC
Maine
$223K +$10.9K +455 +5%