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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 +$10.4K +413 +4%
TPF
202
Tribridge Partners Financial
Maryland
$276K – – –
LFG
203
Larson Financial Group
Missouri
$275K -$44.6K -1,769 -14%
OWA
204
One Wealth Advisors
California
$273K -$167K -6,625 -38%
WFA
205
Wells Financial Advisors
Massachusetts
$267K – – –
ACA
206
Affinity Capital Advisors
California
$262K -$1.19K -47 -0.4%
SWP
207
Stratos Wealth Partners
Ohio
$261K +$263K +10,414 New
GWM
208
Grand Wealth Management
Michigan
$260K +$2.9K +115 +1%
Cerity Partners
209
Cerity Partners
New York
$260K +$261K +10,372 New
Jones Financial Companies
210
Jones Financial Companies
Missouri
$260K +$128K +5,069 +95%
WB
211
WesBanco Bank
West Virginia
$259K – – –
Wealthfront Advisers
212
Wealthfront Advisers
California
$257K -$16.7K -661 -6%
TNBTD
213
Trustmark National Bank Trust Department
Mississippi
$255K – – –
NF
214
Napier Financial
Massachusetts
$252K -$32.2K -1,278 -11%
DC
215
Dorval Corp
Minnesota
$250K +$22.8K +905 +10%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$246K +$247K +9,801 New
RIS
217
Retirement Income Solutions
Michigan
$245K – – –
TSS
218
Two Sigma Securities
New York
$245K +$246K +9,768 New
HSWS
219
Higgins & Schmidt Wealth Strategies
Colorado
$245K +$7.49K +297 +3%
IFWM
220
Institute for Wealth Management
Colorado
$240K -$133K -5,283 -36%
CPC
221
Cadia Private Client
New Jersey
$240K +$1.76K +70 +0.7%
4FG
222
4Thought Financial Group
New York
$239K +$479 +19 +0.2%
PP
223
PDS Planning
Ohio
$238K +$9.91K +393 +4%
OCM
224
Orion Capital Management
California
$237K +$14K +557 +6%
PAG
225
Private Advisor Group
New Jersey
$229K -$116K -4,619 -34%