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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
201
Resonant Capital Advisors
Wisconsin
$405K +$1.35K +54 +0.3%
LIA
202
LifePlan Investment Advisors
North Carolina
$404K +$404K +16,176 New
LWA
203
Lifelong Wealth Advisors
Minnesota
$404K +$404K +16,162 New
CA
204
Clearstead Advisors
Ohio
$404K -$2.57M -102,694 -86%
PGFG
205
Pine Grove Financial Group
Minnesota
$392K +$392K +15,687 New
CFM
206
Cornerstone Financial Management
Massachusetts
$387K +$38.9K +1,557 +11%
GB
207
Goepper Burkhardt
South Carolina
$382K +$2.5K +100 +0.7%
AF
208
Amara Financial
California
$382K -$5.9K -236 -2%
SP
209
Symmetry Partners
Connecticut
$380K +$26K +1,042 +7%
DAS
210
Diversify Advisory Services
Utah
$370K +$373K +14,930 New
DWM
211
Diversify Wealth Management
Utah
$370K +$373K +14,930 New
VNA
212
Valley National Advisers
Pennsylvania
$368K +$2.6K +104 +0.7%
GWP
213
Gateway Wealth Partners
Wisconsin
$366K +$366K +14,651 New
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$365K +$150K +6,004 +70%
RRA
215
Red Reef Advisors
Florida
$359K +$3.77K +151 +1%
GPCM
216
Guardsman Private Capital Management
Florida
$356K – – –
APP
217
Avantax Planning Partners
Iowa
$351K -$3.35K -134 -0.9%
CFG
218
Carr Financial Group
Massachusetts
$348K +$348K +13,942 New
SPC
219
Sigma Planning Corp
Michigan
$344K +$9.5K +380 +3%
CAL
220
Capital Analysts LLC
Pennsylvania
$343K +$230K +9,202 +203%
VW
221
Veridan Wealth
Oregon
$341K +$8.57K +343 +3%
HPM
222
Hoxton Planning & Management
West Virginia
$340K +$340K +13,597 New
EB
223
Eastern Bank
Massachusetts
$331K – – –
RCAG
224
Rehmann Capital Advisory Group
Michigan
$328K +$2.77K +111 +0.9%
NA
225
Nottingham Advisors
New York
$326K +$13.3K +532 +4%