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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Diversify Wealth Management
Utah
$920K -$327K -14,124 -26%
DAS
102
Diversify Advisory Services
Utah
$920K +$936K +40,473 New
GWMR
103
GC Wealth Management RIA
Massachusetts
$914K +$13.6K +589 +2%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$901K +$13.9K +603 +2%
ACA
105
Affinity Capital Advisors
California
$866K -$382K -16,525 -31%
WA
106
Wealth Alliance
New York
$836K -$130K -5,623 -13%
PR
107
Payden & Rygel
California
$823K
EWA
108
EverSource Wealth Advisors
Alabama
$813K -$300K -12,992 -27%
NG
109
Navigation Group
California
$813K +$29.4K +1,271 +4%
VHAM
110
Van Hulzen Asset Management
California
$794K
TFG
111
Turner Financial Group
Florida
$794K +$793K +34,293 New
Cerity Partners
112
Cerity Partners
New York
$791K -$465K -20,088 -37%
P
113
&Partners
Tennessee
$783K -$171K -7,414 -18%
LIA
114
LifePlan Investment Advisors
North Carolina
$781K -$407K -17,607 -34%
RWP
115
RWA Wealth Partners
Massachusetts
$777K
FPAS
116
Focus Partners Advisor Solutions
Missouri
$769K +$192K +8,286 +33%
VWM
117
Venturi Wealth Management
Texas
$744K +$4.09K +177 +0.6%
GWP
118
Gateway Wealth Partners
Wisconsin
$734K -$1.26M -54,447 -63%
CA
119
Continuum Advisory
Idaho
$723K -$41K -1,775 -5%
HPM
120
Hoxton Planning & Management
West Virginia
$706K -$124K -5,353 -15%
AWM
121
Aprio Wealth Management
Georgia
$700K -$1.73K -75 -0.2%
MPW
122
MA Private Wealth
California
$697K -$59.9K -2,589 -8%
SAI
123
Savvy Advisors Inc
New York
$690K +$99.2K +4,290 +17%
LWA
124
Lifelong Wealth Advisors
Minnesota
$687K -$186K -8,052 -21%
TW
125
Traveka Wealth
California
$673K -$36.5K -1,580 -5%