We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
101
Van Hulzen Asset Management
California
$791K – – –
EWA
102
EverSource Wealth Advisors
Alabama
$781K -$9.86K -431 -1%
TF
103
Theory Financial
Colorado
$770K +$14.6K +638 +2%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$766K +$275 +12 +0%
BCI
105
Brinker Capital Investments
Pennsylvania
$755K +$77.7K +3,394 +12%
OPS
106
Orion Portfolio Solutions
Nebraska
$755K +$77.7K +3,394 +12%
WA
107
Wealth Alliance
New York
$749K +$36.2K +1,584 +5%
MPW
108
MA Private Wealth
California
$707K – – –
SYBT
109
Stock Yards Bank & Trust
Kentucky
$704K +$89.9K +3,930 +15%
OPWM
110
Oregon Pacific Wealth Management
Oregon
$700K -$8.46K -370 -1%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$689K – – –
IWC
112
Integrated Wealth Concepts
Massachusetts
$677K +$10.4K +455 +2%
AG
113
Ascent Group
Virginia
$672K +$301K +13,145 +82%
Stifel Financial
114
Stifel Financial
Missouri
$672K +$131K +5,713 +24%
OWCM
115
One Wealth Capital Management
Arizona
$666K +$12.5K +548 +2%
BEC
116
Blue Edge Capital
Virginia
$660K -$30.6K -1,336 -4%
NCM
117
Neumann Capital Management
California
$629K +$9.15K +400 +1%
SAG
118
SageView Advisory Group
California
$597K -$564K -24,659 -49%
UB
119
UMB Bank
Missouri
$593K – – –
CA
120
Continuum Advisory
Idaho
$590K -$3.25K -142 -0.6%
AWM
121
Aprio Wealth Management
Georgia
$582K -$218K -9,517 -27%
PA
122
PFG Advisors
Arizona
$581K -$29.5K -1,290 -5%
VWM
123
Venturi Wealth Management
Texas
$572K -$11K -480 -2%
Corient Private Wealth
124
Corient Private Wealth
Florida
$540K +$29.2K +1,278 +6%
Truist Financial
125
Truist Financial
North Carolina
$530K -$343K -14,990 -39%