We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
201
WCG Wealth Advisors
Nevada
$281K -$25K -1,058 -8%
FCM
202
Firestone Capital Management
Florida
$279K +$12.1K +513 +5%
CFGS
203
Concourse Financial Group Securities
Alabama
$278K +$80K +3,389 +41%
SWM
204
SigFig Wealth Management
California
$276K +$193K +8,193 New
OWM
205
Orgel Wealth Management
Wisconsin
$273K -$5.76K -244 -2%
NA
206
Nottingham Advisors
New York
$266K -$260 -11 -0.1%
JP Morgan Chase
207
JP Morgan Chase
New York
$265K +$142K +6,003 +117%
AWM
208
AE Wealth Management
Kansas
$264K +$262K +11,111 New
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$258K +10,912 New
OPS
210
Orion Portfolio Solutions
Nebraska
$258K +$27.6K +1,171 +12%
GAM
211
Gould Asset Management
California
$255K +$19.1K +810 +8%
MFGM
212
Marshall Financial Group (Maryland)
Maryland
$253K -$45.8K -1,939 -15%
TF
213
TimeScale Financial
Massachusetts
$250K +$24 +1 +0%
RW
214
Rede Wealth
Virginia
$239K -$17.8K -754 -7%
KLI
215
Kelman-Lazarov Inc
Tennessee
$235K -$14.2K -601 -6%
GB
216
Goepper Burkhardt
South Carolina
$226K +$224K +9,500 New
AF
217
Advisornet Financial
Minnesota
$225K +$4.25K +180 +2%
VHAM
218
Van Hulzen Asset Management
California
$220K
AM
219
AGF Management
Ontario, Canada
$217K +$215K +9,130 New
MA
220
Mutual Advisors
Nebraska
$215K +$214K +9,046 New
WFA
221
Wells Financial Advisors
Massachusetts
$214K +$72.2K +3,060 +51%
HL
222
HeadInvest LLC
Maine
$210K +$208K +8,833 New
CAWM
223
Capital Advisors Wealth Management
Washington
$205K +$1.53K +65 +0.8%
PAG
224
Private Advisor Group
New Jersey
$203K +$716K +30,327 +163%
Deutsche Bank
225
Deutsche Bank
Germany
$194K