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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
201
Berger Financial Group
Minnesota
$277K +$20.6K +830 +8%
SRCM
202
Signature Resources Capital Management
California
$277K +$53.3K +2,149 +24%
PI
203
PFG Investments
New York
$273K +$2.06K +83 +0.8%
ACA
204
Affinity Capital Advisors
California
$268K -$135K -5,429 -33%
WFA
205
Wells Financial Advisors
Massachusetts
$266K
MWM
206
Mascoma Wealth Management
New Hampshire
$266K -$44.8K -1,803 -14%
PAS
207
Park Avenue Securities
New York
$263K -$2.53M -101,822 -91%
WWM
208
Western Wealth Management
Colorado
$260K +$38.8K +1,564 +18%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$259K -$819 -33 -0.3%
Betterment LLC
210
Betterment LLC
New York
$256K -$1.39K -56 -0.5%
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$254K
AA
212
Alesco Advisors
New York
$249K
GWM
213
Grand Wealth Management
Michigan
$247K
VNA
214
Valley National Advisers
Pennsylvania
$246K +$2.01K +81 +0.8%
VCP
215
Verus Capital Partners
Arizona
$243K +$242K +9,736 New
GM
216
GeoWealth Management
Illinois
$236K -$16.5K -663 -7%
LI
217
LRI Investments
Florida
$233K +$232K +9,326 New
AWS
218
Atria Wealth Solutions
New York
$227K -$1.35M -54,217 -86%
DC
219
Dorval Corp
Minnesota
$225K -$4.47K -180 -2%
4FG
220
4Thought Financial Group
New York
$224K -$5.19K -209 -2%
MCM
221
MAI Capital Management
Ohio
$223K -$99 -4 -0%
OCM
222
Orion Capital Management
California
$223K -$21.5K -866 -9%
WB
223
WesBanco Bank
West Virginia
$223K
AFG
224
Atomi Financial Group
New York
$221K +$219K +8,840 New
PP
225
PDS Planning
Ohio
$221K +$1.59K +64 +0.7%