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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
126
Traveka Wealth
California
$673K -$36.5K -1,580 -5%
OWCM
127
One Wealth Capital Management
Arizona
$655K -$70K -3,025 -10%
FFN
128
Focus Financial Network
Minnesota
$619K +$111K +4,781 +22%
GI
129
Gradient Investments
Minnesota
$614K -$25.7K -1,110 -4%
LA
130
LexAurum Advisors
Kansas
$604K +$88K +3,806 +17%
UB
131
UMB Bank
Missouri
$596K – – –
Corient Private Wealth
132
Corient Private Wealth
Florida
$591K +$145K +6,280 +33%
EPW
133
Evergreen Private Wealth
Colorado
$581K – – –
TWP
134
Tempus Wealth Planning
California
$572K +$43.4K +1,877 +8%
KFSC
135
Keystone Financial Services (Colorado)
Colorado
$555K -$83K -3,588 -13%
SFA
136
Sequoia Financial Advisors
Ohio
$554K -$327K -14,127 -37%
AFTS
137
American Financial & Tax Strategies
New York
$543K +$717 +31 +0.1%
WFA
138
Wells Financial Advisors
Massachusetts
$534K – – –
BFG
139
Beacon Financial Group
Texas
$529K -$16.2K -699 -3%
PFM
140
Peak Financial Management
Massachusetts
$513K +$13.9K +600 +3%
EPW
141
Endeavor Private Wealth
Kansas
$505K -$128K -5,516 -20%
KFP
142
Keener Financial Planning
Texas
$491K +$180K +7,804 +58%
LFA
143
Level Financial Advisors
New York
$473K +$473K +20,448 New
CAL
144
Capital Analysts LLC
Pennsylvania
$472K +$31.8K +1,374 +7%
OPWM
145
Oregon Pacific Wealth Management
Oregon
$468K -$194K -8,406 -29%
PG
146
Proffitt & Goodson
Tennessee
$459K -$40.2K -1,737 -8%
NF
147
Napier Financial
Massachusetts
$448K +$301 +13 +0.1%
CL
148
Choreo LLC
Illinois
$447K -$29.8K -1,288 -6%
BFA
149
Bragg Financial Advisors
North Carolina
$445K +$23.5K +1,017 +6%
MWM
150
MBE Wealth Management
Wisconsin
$445K -$86K -3,718 -16%