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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bridgeworth
Alabama
$308K -$8.1K -338 -3%
Betterment LLC
177
Betterment LLC
New York
$306K +$9.23K +385 +3%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$300K -$1.65K -69 -0.6%
BPA
179
Beacon Pointe Advisors
California
$299K -$5.63K -235 -2%
CCMI
180
Creative Capital Management Investments
California
$298K +$8.1K +338 +3%
SVWAG
181
Sound View Wealth Advisors Group
Georgia
$292K
BFG
182
Berger Financial Group
Minnesota
$292K -$93.8K -3,912 -25%
CA
183
Cetera Advisors
Colorado
$289K -$35.7K -1,489 -11%
CA
184
Continuum Advisory
Idaho
$285K +$279K +11,634 New
PA
185
PFG Advisors
Arizona
$276K -$2.47K -103 -0.9%
FWM
186
Fingerlakes Wealth Management
New York
$276K +$5.66K +236 +2%
BIA
187
Bigelow Investment Advisors
Maine
$272K -$22.4K -935 -8%
VNA
188
Valley National Advisers
Pennsylvania
$269K +$13K +543 +5%
RF
189
RHS Financial
California
$268K +$45K +1,878 +21%
GAM
190
Gould Asset Management
California
$268K -$1.44K -60 -0.5%
WWA
191
WCG Wealth Advisors
Nevada
$264K -$14.6K -608 -5%
OWM
192
Orgel Wealth Management
Wisconsin
$262K
LEA
193
Legacy Edge Advisors
New York
$260K +$255K +10,623 New
LA
194
LexAurum Advisors
Kansas
$259K +$10.4K +434 +4%
AIA
195
Armor Investment Advisors
North Carolina
$255K -$20.3K -845 -8%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$253K -$6.81K -284 -3%
BCMO
197
Buckingham Capital Management (Ohio)
Ohio
$251K +$1.25K +52 +0.5%
DL
198
DOHJ LLC
Washington
$250K +$245K +10,217 New
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$249K
KLI
200
Kelman-Lazarov Inc
Tennessee
$236K -$31.2K -1,300 -12%