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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
SigFig Wealth Management
California
$249K +$246K +9,890 New
GWM
202
Grand Wealth Management
Michigan
$249K -$165K -6,648 -40%
AA
203
Alesco Advisors
New York
$245K -$8.31M -334,055 -97%
Comerica Bank
204
Comerica Bank
Texas
$245K +$142K +5,714 +142%
VNA
205
Valley National Advisers
Pennsylvania
$243K -$77.5K -3,117 -24%
OCM
206
Orion Capital Management
California
$238K +$1.67K +67 +0.7%
WWM
207
Western Wealth Management
Colorado
$236K +$5.94K +239 +3%
WFA
208
Wells Financial Advisors
Massachusetts
$236K
P
209
&Partners
Tennessee
$233K +$230K +9,257 New
PA
210
PFG Advisors
Arizona
$229K -$151K -6,067 -40%
4FG
211
4Thought Financial Group
New York
$222K -$5.25K -211 -2%
BFG
212
Berger Financial Group
Minnesota
$221K +$219K +8,803 New
RF
213
RHS Financial
California
$221K -$107K -4,305 -33%
SIA
214
SGL Investment Advisors
Montana
$220K +$222K +8,913 New
IFWM
215
Institute for Wealth Management
Colorado
$218K +$216K +8,675 New
PP
216
PDS Planning
Ohio
$217K +$3.83K +154 +2%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$205K +8,257 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$205K +$203K +8,167 New
IWC
219
Integrated Wealth Concepts
Massachusetts
$203K +$201K +8,077 New
CA
220
CWC Advisors
Oregon
$203K +$201K +8,075 New
SM
221
Sweeney & Michel
California
$203K +$202K +8,131 New
FPF
222
First Pacific Financial
Washington
$202K -$19.6M -786,499 -99%
MWA
223
Martel Wealth Advisors
Washington
$200K +$200K +8,024 New
EPW
224
Evergreen Private Wealth
Colorado
$192K +$1.79K +72 +1%
PTC
225
Private Trust Company
Ohio
$183K