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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$286K -$48.9K -1,779 -14%
LFG
77
Larson Financial Group
Missouri
$275K +$278K +10,124 +15,110%
SPIA
78
Steward Partners Investment Advisory
New York
$263K +$30.3K +1,100 +13%
SWM
79
Sugarloaf Wealth Management
Georgia
$262K -$250K -9,103 -94%
MFGM
80
Marshall Financial Group (Maryland)
Maryland
$259K +$23.5K +855 +10%
FLA
81
Financial Life Advisors
Texas
$256K
HI
82
Harbour Investments
Wisconsin
$253K +$258K +9,384 New
ASN
83
Advisory Services Network
Georgia
$250K -$69.5K -2,528 -21%
EVM
84
Eaton Vance Management
Massachusetts
$250K +$12.7K +462 +5%
GW
85
GW & Wade
Massachusetts
$250K +$43.5K +1,583 +21%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$249K +$254K +9,252 New
CA
87
CGN Advisors
Kansas
$246K -$101K -3,673 -29%
CFD
88
Creative Financial Designs
Indiana
$245K +$64.3K +2,339 +35%
FP
89
Fiduciary Planning
Florida
$244K +$3.38K +123 +1%
EWA
90
ERTS Wealth Advisors
Michigan
$242K -$3.33K -121 -1%
SI
91
SimpliFi Inc
California
$241K +$770 +28 +0.3%
DJSG
92
D.J. St. Germain
Massachusetts
$233K -$393K -14,288 -62%
LRIA
93
Leonard Rickey Investment Advisors
Washington
$226K +$231K +8,383 New
BAM
94
Baldrige Asset Management
Pennsylvania
$226K +$231K +8,388 New
PWM
95
Prentice Wealth Management
New York
$225K +$230K +8,364 New
SPAS
96
Spectrum Planning & Advisory Services
California
$209K -$2.89K -105 -1%
CCG
97
Capital CS Group
California
$206K +$210K +7,631 New
KCA
98
Karn Couzens & Associates
Connecticut
$206K +$211K +7,662 New
Morgan Stanley
99
Morgan Stanley
New York
$147K +$71K +2,580 +90%
COCM
100
Charter Oak Capital Management
New Hampshire
$119K