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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
ERTS Wealth Advisors
Michigan
$258K +$255K +9,107 New
FP
77
Fiduciary Planning
Florida
$253K +$1.54K +55 +0.6%
SI
78
SimpliFi Inc
California
$253K +$1.54K +55 +0.6%
EVM
79
Eaton Vance Management
Massachusetts
$250K
MFGM
80
Marshall Financial Group (Maryland)
Maryland
$248K +$245K +8,756 New
SPIA
81
Steward Partners Investment Advisory
New York
$245K +$123K +4,381 +102%
KAS
82
Kestra Advisory Services
Texas
$244K +$241K +8,604 New
TC
83
Trilogy Capital
California
$230K +$227K +8,125 New
PG
84
Proffitt & Goodson
Tennessee
$228K +$22.9K +820 +11%
SPAS
85
Spectrum Planning & Advisory Services
California
$223K +$220K +7,861 New
RIA
86
Regal Investment Advisors
Michigan
$219K +$216K +7,732 New
GW
87
GW & Wade
Massachusetts
$218K +$215K +7,679 New
CFD
88
Creative Financial Designs
Indiana
$191K -$107K -3,840 -36%
AFG
89
Albion Financial Group
Utah
$130K +$128K +4,577 New
TI
90
tru Independence
Oregon
$127K +$125K +4,468 New
COCM
91
Charter Oak Capital Management
New Hampshire
$125K +$124K +4,427 New
CF
92
Centaurus Financial
California
$101K +$99.8K +3,568 New
IA
93
IFS Advisors
Kansas
$97K +$96.3K +3,442 New
Morgan Stanley
94
Morgan Stanley
New York
$81K +$14.6K +520 +22%
GIA
95
Goodwin Investment Advisory
Georgia
$76K +$74.7K +2,669 New
MAM
96
Meeder Asset Management
Ohio
$72K
GWM
97
Geneos Wealth Management
Colorado
$65K +$1.13M +40,220 +3,029%
SFS
98
Sowell Financial Services
Arkansas
$57K +$196 +7 +0.4%
JFA
99
JNBA Financial Advisors
Minnesota
$56K +$55.2K +1,972 New
ACA
100
Aptus Capital Advisors
Alabama
$32K