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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$324K -$89K -3,654 -22%
AWE
177
Avidian Wealth Enterprises
Texas
$324K +$2.9K +119 +0.9%
RF
178
RHS Financial
California
$320K +$16K +656 +5%
BCMO
179
Buckingham Capital Management (Ohio)
Ohio
$318K -$7.31K -300 -2%
EB
180
Exchange Bank
California
$316K +$83.7K +3,436 +36%
LA
181
LexAurum Advisors
Kansas
$315K +$37.8K +1,553 +14%
VNA
182
Valley National Advisers
Pennsylvania
$313K +$9.24K +379 +3%
CTWM
183
Cherry Tree Wealth Management
Minnesota
$304K +$4K +164 +1%
JSW
184
Journey Strategic Wealth
New Jersey
$300K +$298K +12,248 New
CCMI
185
Creative Capital Management Investments
California
$298K
MWM
186
Mittelman Wealth Management
Massachusetts
$293K
SPC
187
Sigma Planning Corp
Michigan
$291K -$25.2K -1,033 -8%
IFAM
188
Institutional & Family Asset Management
Colorado
$278K +$609 +25 +0.2%
BIA
189
Bigelow Investment Advisors
Maine
$277K +$8.04K +330 +3%
DAS
190
Diversify Advisory Services
Utah
$274K +$54.1K +2,219 +25%
AAS
191
Avantax Advisory Services
Texas
$266K -$7.92K -325 -3%
KLI
192
Kelman-Lazarov Inc
Tennessee
$251K -$3.05K -125 -1%
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$249K
Betterment LLC
194
Betterment LLC
New York
$247K -$85.3K -3,501 -26%
FGAM
195
Financial Gravity Asset Management
Texas
$246K +$39.8K +1,632 +19%
MFG
196
Mainsail Financial Group
Washington
$237K +$236K +9,695 New
OCM
197
Orion Capital Management
California
$230K +$8.7K +357 +4%
WFA
198
Wells Financial Advisors
Massachusetts
$229K
TWC
199
TD Waterhouse Canada
Ontario, Canada
$226K +$41.1K +1,688 +22%
UFA
200
US Financial Advisors
Massachusetts
$225K -$12.9K -528 -5%