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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
126
Klaas Financial Asset Advisors
Illinois
$6K +$6.55K +238 New
EIP
127
Ellis Investment Partners
Pennsylvania
$5K +$28 +1 +0.6%
MWM
128
Mascoma Wealth Management
New Hampshire
$5K +$5.5K +200 New
NFSG
129
Newbridge Financial Services Group
Florida
$4K +$4.13K +150 New
FWP
130
FAS Wealth Partners
Kansas
$3K – – –
GFPC
131
Global Financial Private Client
Florida
$2.3K +$2.34K +85 New
OC
132
Oakworth Capital
Alabama
$2K – – –
BWL
133
Bogart Wealth LLC
Virginia
$2K +$1.73K +63 New
AF
134
Advisornet Financial
Minnesota
$1K +$1.46K +53 New
FI
135
FormulaFolio Investments
Michigan
– -$3.87M -136,696 Closed
PG
136
Pendal Group
Australia
– -$2.76M -97,500 Closed
CRWM
137
Castle Rock Wealth Management
California
– -$436K -15,589 Closed
LFA
138
Legacy Financial Advisors
Kentucky
– -$404K -14,272 Closed
AFAS
139
Acorn Financial Advisory Services
Virginia
– -$357K -12,613 Closed
GSWM
140
Golden State Wealth Management
California
– -$352K -12,421 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$291K -10,275 Closed
KAS
142
Kestra Advisory Services
Texas
– -$244K -8,604 Closed
RIA
143
Regal Investment Advisors
Michigan
– -$219K -7,732 Closed
CF
144
Centaurus Financial
California
– -$101K -3,568 Closed
IA
145
IFS Advisors
Kansas
– -$97K -3,442 Closed
ACA
146
Aptus Capital Advisors
Alabama
– -$32K -1,140 Closed
PWM
147
Perigon Wealth Management
California
– -$23K -804 Closed
TIAM2
148
Tru Independence Asset Management 2
Oregon
– -$22K -770 Closed
BC
149
Bartlett & Co
Ohio
– -$9K -328 Closed
BCWM
150
Bartlett & Co Wealth Management
Ohio
– -$9.3K -328 Closed