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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
76
Hoxton Planning & Management
West Virginia
$731K +$221K +9,666 +44%
AIP
77
Ameritas Investment Partners
Nebraska
$731K -$776 -34 -0.1%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$717K +$223K +9,780 +46%
PR
79
Payden & Rygel
California
$706K
TC
80
Trilogy Capital
California
$702K +$20.4K +895 +3%
APW
81
Austin Private Wealth
Texas
$691K +$204K +8,921 +42%
CCA
82
Cobblestone Capital Advisors
New York
$683K +$149K +6,548 +28%
WCWM
83
Willow Creek Wealth Management
California
$683K +$119K +5,210 +21%
SWA
84
Stratos Wealth Advisors
Ohio
$677K +$379K +16,600 +129%
RJA
85
Raymond James & Associates
Florida
$666K +$2.85K +125 +0.4%
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$396K +17,354 +150%
SPIA
87
Steward Partners Investment Advisory
New York
$659K +$328K +14,372 +101%
WIA
88
World Investment Advisors
California
$615K +$393K +17,221 +181%
JFA
89
JNBA Financial Advisors
Minnesota
$608K +$77.1K +3,379 +15%
COCM
90
Charter Oak Capital Management
New Hampshire
$602K +$221K +9,672 +59%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$53K +2,324 +10%
LFA
92
Level Financial Advisors
New York
$592K -$128K -5,627 -18%
PA
93
Procyon Advisors
Connecticut
$537K +$3.97K +174 +0.8%
RWP
94
RWA Wealth Partners
Massachusetts
$533K +$75.6K +3,314 +17%
SB
95
Strategic Blueprint
Georgia
$526K +$522K +22,867 New
RG
96
Rathbones Group
United Kingdom
$511K
OIA
97
OneDigital Investment Advisors
Kansas
$504K +$500K +21,895 New
LFG
98
Larson Financial Group
Missouri
$498K -$9.01K -395 -2%
NCM
99
Neumann Capital Management
California
$490K +$16K +700 +3%
FWM
100
Fingerlakes Wealth Management
New York
$478K -$141K -6,167 -23%