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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$55.6M +$3.72M +155,348 +7%
Ameriprise
2
Ameriprise
Minnesota
$29.1M -$1.18M -49,419 -4%
PO
3
Private Ocean
California
$26M -$2.04M -85,049 -7%
Morgan Stanley
4
Morgan Stanley
New York
$24.6M -$748K -31,253 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.7M -$25.5M -1,066,185 -54%
PI
6
PFS Investments
Georgia
$17.8M +$604K +25,226 +4%
UBS Group
7
UBS Group
Switzerland
$15.7M +$1.93M +80,865 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.8M -$407K -17,013 -3%
LPL Financial
9
LPL Financial
California
$13.8M +$1.58M +66,216 +13%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$3.81M -159,349 -22%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.7M +$122K +5,116 +0.9%
FPF
12
First Pacific Financial
Washington
$13.5M +$5.34M +223,084 +66%
AA
13
Acorns Advisers
California
$10.9M +$1.05M +43,673 +11%
FF
14
Francis Financial
$9.75M +$8.21M +343,220 +554%
MIA
15
Milestone Investment Advisors
Wisconsin
$9.72M -$31.8K -1,329 -0.3%
Wells Fargo
16
Wells Fargo
California
$9.17M -$531K -22,183 -5%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$8.92M +$186K +7,772 +2%
AA
18
Alesco Advisors
New York
$8.66M +$1.91M +79,635 +28%
DWM
19
Destination Wealth Management
California
$8.15M +$353K +14,762 +5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$7.9M -$1.07M -44,636 -12%
PFM
21
Parsec Financial Management
North Carolina
$6.82M -$51.8K -2,163 -0.8%
Jane Street
22
Jane Street
New York
$6.69M +$3.42M +143,020 +106%
Bank of America
23
Bank of America
North Carolina
$6.52M +$160K +6,670 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$5.86M +$1.04M +43,292 +22%
IWM
25
Integris Wealth Management
California
$5.82M +$508K +21,250 +10%
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