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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
251
One Wealth Management Investment & Advisory Services
Florida
-$685K -30,164 Closed
FWM
252
Fingerlakes Wealth Management
New York
-$308K -13,553 Closed
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
-$268K -11,779 Closed
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
-$264K -11,482 Closed
TWC
255
TD Waterhouse Canada
Ontario, Canada
-$229K -10,177 Closed
SWM
256
Sagace Wealth Management
Florida
-$219K -9,534 Closed
KAS
257
Kestra Advisory Services
Texas
-$211K -9,273 Closed
SP
258
SWS Partners
Ohio
-$51.8K -2,279 Closed
BFA
259
Brown Financial Advisors
Ohio
-$29.3K -1,290 Closed
Franklin Resources
260
Franklin Resources
California
-$25.9K -1,138 Closed
GLR
261
Great Lakes Retirement
Ohio
-$10.8K -476 Closed
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
-$9.72K -428 Closed
HI
263
Human Investing
Oregon
-$8.02K -353 Closed
FCAS
264
First Command Advisory Services
Texas
-$5.48K -241 Closed
IAIM
265
International Assets Investment Management
Florida
-$4.29K -189 Closed
BNP Paribas Financial Markets
266
BNP Paribas Financial Markets
France
-$1.34K -59 Closed
SWM
267
Spire Wealth Management
Virginia
-$872 -38 Closed
BWL
268
Bogart Wealth LLC
Virginia
-$750 -33 Closed
VAG
269
VisionPoint Advisory Group
Texas
-$45 -2 Closed