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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.2M -$35.7K -1,579 -2%
SWG
52
Summit Wealth Group
Vermont
$2.18M +$126K +5,566 +6%
ASN
53
Advisory Services Network
Georgia
$2.08M -$435K -19,218 -17%
LRWA
54
Long Run Wealth Advisors
New York
$1.84M +$14.7K +648 +0.8%
Prudential Financial
55
Prudential Financial
New Jersey
$1.73M -$23.8K -1,052 -1%
Vontobel Holding
56
Vontobel Holding
Switzerland
$1.73M -$616K -27,237 -26%
BCM
57
Brookstone Capital Management
Illinois
$1.68M +$13K +573 +0.8%
COCM
58
Charter Oak Capital Management
New Hampshire
$1.6M +$228K +10,067 +17%
DAS
59
Diversify Advisory Services
Utah
$1.59M +$196K +8,674 +14%
SA
60
Sanctuary Advisors
Indiana
$1.56M +$1.58M +69,678 New
SWM
61
SigFig Wealth Management
California
$1.52M +$132K +5,811 +10%
TDWM
62
Topel & Distasi Wealth Management
California
$1.51M -$2.19K -97 -0.1%
PG
63
Proffitt & Goodson
Tennessee
$1.34M +$58.3K +2,578 +5%
CL
64
Choreo LLC
Illinois
$1.28M +$4.82K +213 +0.4%
PJSIMP
65
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.26M -$33.3K -1,473 -3%
LEA
66
Legacy Edge Advisors
New York
$1.26M +$86.4K +3,819 +7%
SAG
67
SageView Advisory Group
California
$1.25M -$197K -8,718 Closed
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.23M +$385 +17 +0%
WP
69
WealthShield Partners
North Carolina
$1.2M +$19.5K +860 +2%
AF
70
Allworth Financial
California
$1.19M +$130K +5,734 +12%
SPIA
71
Steward Partners Investment Advisory
New York
$1.15M +$29.4K +1,299 +3%
SWA
72
Stratos Wealth Advisors
Ohio
$1.1M +$222K +9,801 +25%
NA
73
NewEdge Advisors
Louisiana
$1.09M +$378K +16,705 +53%
B
74
Bailard
California
$1.05M +$28.9K +1,276 +3%
CCA
75
Cobblestone Capital Advisors
New York
$1.05M +$35.9K +1,588 +4%