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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$267K -11,674 -19%
SFA
77
Sequoia Financial Advisors
Ohio
$1.13M -$72.1K -3,151 -6%
MA
78
Mutual Advisors
Nebraska
$1.13M -$400K -17,491 -26%
VCM
79
Vision Capital Management
Oregon
$1.12M -$14.8K -645 -1%
EB
80
Eastern Bank
Massachusetts
$1.1M -$2.05M -89,390 -65%
RA
81
RFG Advisory
Alabama
$1.1M +$65K +2,843 +6%
PWMG
82
Private Wealth Management Group
New Jersey
$1.07M -$55.7K -2,436 -5%
TC
83
TownSquare Capital
Utah
$1.07M -$260K -11,344 -20%
Citadel Advisors
84
Citadel Advisors
Florida
$1.03M +$503K +21,979 +97%
TC
85
Trilogy Capital
California
$976K +$134K +5,855 +16%
WP
86
WealthShield Partners
North Carolina
$931K +$45K +1,969 +5%
EWM
87
Empirical Wealth Management
Washington
$928K +$9.34K +408 +1%
AAS
88
Avantax Advisory Services
Texas
$920K +$92.4K +4,037 +11%
MFG
89
Merit Financial Group
Georgia
$907K +$900K +39,316 New
WIA
90
World Investment Advisors
California
$901K +$61.7K +2,698 +7%
LIA
91
LifePlan Investment Advisors
North Carolina
$897K +$97K +4,238 +12%
MOS
92
MGO One Seven
Ohio
$892K -$11.3K -493 -1%
DAS
93
Diversify Advisory Services
Utah
$878K -$233K -10,177 -21%
GI
94
Gradient Investments
Minnesota
$871K -$56.5K -2,470 -6%
FFA
95
Farther Finance Advisors
California
$870K +$260K +11,373 +43%
APW
96
Austin Private Wealth
Texas
$849K -$101K -4,422 -11%
CL
97
Choreo LLC
Illinois
$843K -$343K -15,005 -29%
AIP
98
Ameritas Investment Partners
Nebraska
$830K +$24.3K +1,061 +3%
PR
99
Payden & Rygel
California
$820K – – –
WCWM
100
Willow Creek Wealth Management
California
$804K +$20.1K +879 +3%