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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
101
Retirement Income Solutions
Michigan
$473K +$98.6K +4,330 +26%
WT
102
Whittier Trust
California
$466K
LFA
103
Level Financial Advisors
New York
$466K -$120K -5,251 -20%
FWM
104
Fingerlakes Wealth Management
New York
$461K -$11.8K -516 -2%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$455K
WA
106
Wealth Alliance
New York
$436K +$42.5K +1,865 +11%
BCI
107
Brinker Capital Investments
Pennsylvania
$418K +$19.5K +856 +5%
OPS
108
Orion Portfolio Solutions
Nebraska
$418K +$19.5K +856 +5%
CS
109
Comerica Securities
Michigan
$413K +$17.7K +778 +4%
NA
110
Nottingham Advisors
New York
$404K +$40K +1,755 +11%
SVWAG
111
Sound View Wealth Advisors Group
Georgia
$400K +$91 +4 +0%
SB
112
Strategic Blueprint
Georgia
$399K -$121K -5,312 -23%
MFGM
113
Marshall Financial Group (Maryland)
Maryland
$397K +$18.2K +800 +5%
LIA
114
LifePlan Investment Advisors
North Carolina
$391K +$392K +17,203 New
LA
115
LexAurum Advisors
Kansas
$385K +$65.7K +2,886 +21%
BRWA
116
B. Riley Wealth Advisors
Florida
$372K -$28.5K -1,252 -7%
Corient Private Wealth
117
Corient Private Wealth
Florida
$371K +$25.8K +1,133 +7%
KFSC
118
Keystone Financial Services (Colorado)
Colorado
$370K
William Blair & Company
119
William Blair & Company
Illinois
$354K +$1.37K +60 +0.4%
MA
120
MONECO Advisors
Connecticut
$342K -$128K -5,642 -27%
PFM
121
Peak Financial Management
Massachusetts
$341K +$51.2K +2,246 +18%
KPWS
122
Kestra Private Wealth Services
Texas
$341K -$15K -657 -4%
MWM
123
Modera Wealth Management
New Jersey
$341K +$341K +14,976 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$338K +$338K +14,848 New
OMC
125
Old Mission Capital
Illinois
$326K +$327K +14,337 New