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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Procyon Advisors
Connecticut
$485K +$49.2K +1,900 +11%
JFA
77
JNBA Financial Advisors
Minnesota
$485K +$266K +10,263 +114%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$450K -$6.37K -246 -1%
MNG
79
Manning & Napier Group
New York
$444K
FAFN
80
First Affirmative Financial Network
Colorado
$439K -$9.68K -374 -2%
NYLIM
81
New York Life Investment Management
New York
$438K -$621 -24 -0.1%
BAM
82
Baldrige Asset Management
Pennsylvania
$437K +$66.4K +2,565 +17%
FANJ
83
Financial Architects (New Jersey)
New Jersey
$424K -$20.3K -784 -4%
William Blair & Company
84
William Blair & Company
Illinois
$415K -$168K -6,490 -28%
EVM
85
Eaton Vance Management
Massachusetts
$412K -$9.84K -380 -2%
PG
86
Proffitt & Goodson
Tennessee
$411K +$113K +4,370 +36%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$409K -$5.05K -195 -1%
OPS
88
Orion Portfolio Solutions
Nebraska
$382K +$393K +15,199 New
DL
89
DOHJ LLC
Washington
$353K +$364K +14,057 New
Jane Street
90
Jane Street
New York
$351K -$1.68M -65,089 -82%
CPP
91
Capasso Planning Partners
South Carolina
$349K +$19.5K +755 +6%
LFG
92
Larson Financial Group
Missouri
$347K +$29.2K +1,130 +9%
VHAM
93
Van Hulzen Asset Management
California
$345K +$356K +13,738 New
PFM
94
Peak Financial Management
Massachusetts
$327K +$102K +3,955 +44%
APW
95
Austin Private Wealth
Texas
$326K +$336K +12,983 New
MFGM
96
Marshall Financial Group (Maryland)
Maryland
$322K +$129 +5 +0%
SWM
97
Sugarloaf Wealth Management
Georgia
$317K
APA
98
Astoria Portfolio Advisors
New York
$309K -$141K -5,441 -31%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$307K -$93.1K -3,596 -23%
FT
100
Fiduciary Trust
Massachusetts
$305K -$18.4K -710 -6%