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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$179K +$180K +7,435 New
HPC
202
HM Payson & Co
Maine
$154K
SPIA
203
Steward Partners Investment Advisory
New York
$127K -$16.1K -665 -11%
JP Morgan Chase
204
JP Morgan Chase
New York
$124K -$304K -12,527 -71%
PP
205
PrairieView Partners
Minnesota
$123K +$18K +742 +17%
AA
206
Ancora Advisors
Ohio
$119K
CAL
207
Capital Analysts LLC
Pennsylvania
$119K +$194 +8 +0.2%
Citigroup
208
Citigroup
New York
$116K
FCA
209
FinTrust Capital Advisors
South Carolina
$105K
LF
210
Lee Financial
Texas
$102K +$20.4K +840 +25%
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$92K
FRA
212
Front Row Advisors
California
$79K
DC
213
Darrow Company
Massachusetts
$77K +$78.2K +3,222 New
PP
214
Prosperity Planning
Missouri
$75K
AssetMark Inc
215
AssetMark Inc
California
$74K -$1.82K -75 -2%
AWM
216
AllSquare Wealth Management
New York
$74K
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K
SWM
218
Sugarloaf Wealth Management
Georgia
$63K
4FG
219
4Thought Financial Group
New York
$62K -$825 -34 -1%
HFS
220
HBC Financial Services
Washington
$57K +$57.7K +2,379 New
MBFW
221
Morton Brown Family Wealth
Pennsylvania
$56K +$534 +22 +1%
EIP
222
Ellis Investment Partners
Pennsylvania
$55K +$3.64K +150 +7%
TFS
223
TrustCore Financial Services
Tennessee
$46K -$4.12K -170 -8%
GC
224
Gould Capital
Washington
$45K
CMP
225
Coston McIsaac & Partners
Maine
$37K +$36.8K +1,515 New