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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Alliance
New York
$807K +$96.6K +4,146 +14%
WCWM
102
Willow Creek Wealth Management
California
$807K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$802K +$10.7K +460 +1%
IWC
104
Integrated Wealth Concepts
Massachusetts
$797K -$147K -6,293 -16%
AG
105
Ascent Group
Virginia
$771K +$17.2K +739 +2%
MPW
106
MA Private Wealth
California
$768K +$45.3K +1,946 +6%
SYBT
107
Stock Yards Bank & Trust
Kentucky
$720K – – –
BFG
108
Buttonwood Financial Group
Missouri
$711K +$122K +5,234 +21%
OPWM
109
Oregon Pacific Wealth Management
Oregon
$707K +$5.31K +228 +0.8%
RFP
110
RCS Financial Planning
Maryland
$689K +$682K +29,265 New
AWM
111
Aprio Wealth Management
Georgia
$684K +$7.66K +329 +1%
AI
112
Atria Investments
North Carolina
$663K +$303K +13,008 +86%
GI
113
Gradient Investments
Minnesota
$646K -$94.5K -4,059 -13%
CA
114
Continuum Advisory
Idaho
$644K +$32.3K +1,389 +5%
DAS
115
Diversify Advisory Services
Utah
$624K -$118K -5,087 -16%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$608K +$61.2K +2,628 +11%
UB
117
UMB Bank
Missouri
$606K – – –
HPM
118
Hoxton Planning & Management
West Virginia
$598K +$83.1K +3,566 +16%
Mariner
119
Mariner
Kansas
$598K -$49.4K -2,123 -8%
NCM
120
Neumann Capital Management
California
$593K -$41.9K -1,800 -7%
Goldman Sachs
121
Goldman Sachs
New York
$587K +$580K +24,902 New
BEC
122
Blue Edge Capital
Virginia
$583K -$9.53K -409 -2%
Truist Financial
123
Truist Financial
North Carolina
$583K -$4.17K -179 -0.7%
SAG
124
SageView Advisory Group
California
$581K +$15.2K +654 +3%
PA
125
PFG Advisors
Arizona
$566K -$24.4K -1,048 -4%