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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cobblestone Capital Advisors
New York
$382K +$31.2K +1,115 +9%
WCM
52
Windsor Capital Management
Arizona
$380K -$240K -8,588 -39%
LFA
53
Legacy Financial Advisors
Kentucky
$368K +$11.9K +425 +3%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$163K +5,842 +84%
GSWM
55
Golden State Wealth Management
California
$327K +$13.8K +494 +4%
BIA
56
Bigelow Investment Advisors
Maine
$316K +$60.7K +2,169 +23%
CFD
57
Creative Financial Designs
Indiana
$293K +$296K +10,579 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$285K
MWM
59
Mattern Wealth Management
Kansas
$269K +$40.4K +1,444 +18%
MIS
60
Morningstar Investment Services
Illinois
$262K +$264K +9,441 New
SI
61
SimpliFi Inc
California
$246K +$1.29K +46 +0.5%
FP
62
Fiduciary Planning
Florida
$246K +$249K +8,882 New
EVM
63
Eaton Vance Management
Massachusetts
$245K +$25.2K +902 +11%
Stifel Financial
64
Stifel Financial
Missouri
$238K -$27.4K -980 -10%
FFN
65
Focus Financial Network
Minnesota
$224K
PG
66
Proffitt & Goodson
Tennessee
$200K +$202K +7,222 New
AF
67
Advisornet Financial
Minnesota
$124K +$99.2K +3,544 +384%
SPIA
68
Steward Partners Investment Advisory
New York
$119K +$46.4K +1,659 +63%
NFG
69
Next Financial Group
Texas
$115K +$116K +4,130 New
CPW
70
Catalyst Private Wealth
California
$75K +$75.6K +2,703 New
PA
71
Parallel Advisors
California
$74K -$48.5K -1,734 -39%
MAM
72
Meeder Asset Management
Ohio
$70K +$38.3K +1,370 +118%
Morgan Stanley
73
Morgan Stanley
New York
$65K +$28 +1 +0%
SFS
74
Sowell Financial Services
Arkansas
$55K +$140 +5 +0.3%
GWM
75
Geneos Wealth Management
Colorado
$36K