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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$289K +$21.2K +855 +8%
LGWM
202
Litman Gregory Wealth Management
California
$287K -$262K -10,554 -48%
CTWM
203
Cherry Tree Wealth Management
Minnesota
$279K -$44.8K -1,804 -14%
SOAG
204
Silver Oak Advisory Group
Oregon
$276K +$596 +24 +0.2%
SA
205
Sanctuary Advisors
Indiana
$271K -$13.2K -532 -5%
IFWM
206
Institute for Wealth Management
Colorado
$268K +$54K +2,174 +25%
PI
207
PFG Investments
New York
$267K +$3.95K +159 +1%
WFA
208
Wells Financial Advisors
Massachusetts
$263K +$32K +1,290 +14%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$257K -$40.4K -1,628 -14%
APW
210
Austin Private Wealth
Texas
$255K +$257K +10,337 New
UFA
211
US Financial Advisors
Massachusetts
$255K +$7.83K +315 +3%
Betterment LLC
212
Betterment LLC
New York
$255K +$3.83K +154 +2%
BFG
213
Berger Financial Group
Minnesota
$253K +$35.8K +1,443 +16%
KLI
214
Kelman-Lazarov Inc
Tennessee
$253K – – –
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$251K – – –
GM
216
GeoWealth Management
Illinois
$250K +$204K +8,200 +431%
LIA
217
LifePlan Investment Advisors
North Carolina
$249K +$250K +10,071 New
AA
218
Alesco Advisors
New York
$246K +$5.59K +225 +2%
IWC
219
Integrated Wealth Concepts
Massachusetts
$245K +$45.6K +1,834 +23%
GWM
220
Grand Wealth Management
Michigan
$244K – – –
OCM
221
Orion Capital Management
California
$242K +$7.65K +308 +3%
VNA
222
Valley National Advisers
Pennsylvania
$241K +$2.48K +100 +1%
Comerica Bank
223
Comerica Bank
Texas
$235K -$5.39K -217 -2%
CGL
224
Clarius Group LLC
Washington
$231K +$232K +9,332 New
P
225
&Partners
Tennessee
$229K +$447 +18 +0.2%