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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M -$59.4M -2,283,163 -33%
Morgan Stanley
2
Morgan Stanley
New York
$71.5M +$4.12M +158,428 +6%
Wells Fargo
3
Wells Fargo
California
$30.1M +$62.7K +2,408 +0.2%
PO
4
Private Ocean
California
$28.3M +$2.3M +88,280 +9%
Ameriprise
5
Ameriprise
Minnesota
$21.7M +$1.94M +74,453 +10%
UBS Group
6
UBS Group
Switzerland
$14.5M +$1.07M +40,965 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$14.5M -$3.89M -149,331 -21%
Bank of America
8
Bank of America
North Carolina
$12.7M +$1.18M +45,422 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.6M +$1.68M +64,557 +15%
LPL Financial
10
LPL Financial
California
$11.3M +$2.79M +106,977 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.5M +$596K +22,879 +6%
PI
12
PFS Investments
Georgia
$9.03M +$522K +20,036 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.95M +$7.59M +291,566 +553%
BCM
14
Brookstone Capital Management
Illinois
$7.4M +$475K +18,249 +7%
SA
15
Stewardship Advisors
Pennsylvania
$6.76M -$5.32M -204,349 -44%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.3M
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$5.27M +$1.19M +45,853 +29%
COCM
18
Charter Oak Capital Management
New Hampshire
$4.55M +$1.52M +58,396 +50%
Fisher Asset Management
19
Fisher Asset Management
Washington
$4.54M +$296K +11,352 +7%
PAG
20
Private Advisor Group
New Jersey
$4.52M +$504K +19,343 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.16M -$2.25M -86,285 -35%
ASN
22
Advisory Services Network
Georgia
$3.91M -$24.3K -934 -0.6%
OMC
23
Old Mission Capital
Illinois
$3.89M -$2.93M -112,506 -43%
GI
24
Gradient Investments
Minnesota
$3.87M -$2.57M -98,677 -40%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.82M -$67.5K -2,594 -2%