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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$284K
CCMI
177
Creative Capital Management Investments
California
$281K
WWA
178
WCG Wealth Advisors
Nevada
$271K -$31.3K -1,313 -10%
PA
179
PFG Advisors
Arizona
$271K -$8.38K -351 -3%
AIA
180
Armor Investment Advisors
North Carolina
$268K
FWM
181
Fingerlakes Wealth Management
New York
$262K -$33.8K -1,418 -11%
GAM
182
Gould Asset Management
California
$261K +$48.6K +2,035 +23%
KLI
183
Kelman-Lazarov Inc
Tennessee
$261K +$8.59K +360 +3%
MA
184
MONECO Advisors
Connecticut
$260K +$49K +2,055 +23%
OWM
185
Orgel Wealth Management
Wisconsin
$255K -$60K -2,515 -19%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$252K -$25.5K -1,069 -9%
VNA
187
Valley National Advisers
Pennsylvania
$249K +$14K +588 +6%
BCMO
188
Buckingham Capital Management (Ohio)
Ohio
$243K +$13.7K +575 +6%
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$242K
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$242K
LA
191
LexAurum Advisors
Kansas
$242K +$7.42K +311 +3%
AF
192
Advisornet Financial
Minnesota
$239K +$215 +9 +0.1%
AGA
193
Arkos Global Advisors
Texas
$226K -$5.94K -249 -3%
WFA
194
Wells Financial Advisors
Massachusetts
$223K
VHAM
195
Van Hulzen Asset Management
California
$220K
EP
196
Essential Planning
New Hampshire
$217K
RF
197
RHS Financial
California
$216K +$12.2K +511 +6%
HL
198
HeadInvest LLC
Maine
$211K
SP
199
Symmetry Partners
Connecticut
$207K +$6.3K +264 +3%
RIS
200
Retirement Income Solutions
Michigan
$204K -$83.2K -3,488 -29%