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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wells Financial Advisors
Massachusetts
$229K
OCM
202
Orion Capital Management
California
$229K +$101K +4,200 +82%
AM
203
AGF Management
Ontario, Canada
$211K +$207K +8,630 New
MWA
204
Martel Wealth Advisors
Washington
$211K +$207K +8,625 New
UFA
205
US Financial Advisors
Massachusetts
$211K +$207K +8,617 New
RIS
206
Retirement Income Solutions
Michigan
$210K
HL
207
HeadInvest LLC
Maine
$209K -$9.59K -400 -4%
WWM
208
Western Wealth Management
Colorado
$208K +$204K +8,504 New
PI
209
PFG Investments
New York
$206K +$202K +8,416 New
FGAM
210
Financial Gravity Asset Management
Texas
$206K +$201K +8,398 New
EP
211
Essential Planning
New Hampshire
$202K -$20.8K -869 -10%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$197K +8,203 New
EDRH
213
Edmond de Rothschild Holding
Switzerland
$190K -$226K -9,440 -55%
SRCM
214
Signature Resources Capital Management
California
$184K +$180K +7,503 New
PTC
215
Private Trust Company
Ohio
$178K -$5.27K -220 -3%
EPW
216
Evergreen Private Wealth
Colorado
$174K +$170K +7,090 New
HPC
217
HM Payson & Co
Maine
$157K
CFGS
218
Concourse Financial Group Securities
Alabama
$151K -$27.3K -1,137 -16%
Citigroup
219
Citigroup
New York
$133K -$12K -500 -8%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$127K +$23.8K +995 +24%
AF
221
Advisornet Financial
Minnesota
$122K -$121K -5,066 -50%
4FG
222
4Thought Financial Group
New York
$107K +$41.8K +1,744 +66%
AA
223
Ancora Advisors
Ohio
$105K
BlackRock
224
BlackRock
New York
$98.5K -$767 -32 -0.8%
NP
225
NorthRock Partners
Minnesota
$96.4K +$94.4K +3,939 New