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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
MBE Wealth Management
Wisconsin
$526K +$521K +22,793 New
KFSC
127
Keystone Financial Services (Colorado)
Colorado
$517K -$108K -4,731 -17%
WFA
128
Wells Financial Advisors
Massachusetts
$515K – – –
UFA
129
US Financial Advisors
Massachusetts
$513K +$59.8K +2,613 +13%
BFG
130
Beacon Financial Group
Texas
$511K – – –
BFG
131
Buttonwood Financial Group
Missouri
$509K -$2.72K -119 -0.5%
FPAS
132
Focus Partners Advisor Solutions
Missouri
$508K +$504K +22,041 New
Mariner
133
Mariner
Kansas
$508K +$116K +5,082 +30%
MPIM
134
McGinn Penninger Investment Management
Virginia
$491K +$487K +21,293 New
HPM
135
Hoxton Planning & Management
West Virginia
$483K +$158K +6,920 +49%
PG
136
Proffitt & Goodson
Tennessee
$477K -$940K -41,095 -67%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$467K +$240K +10,508 +107%
DAS
138
Dynamic Advisor Solutions
Arizona
$463K +$51.4K +2,247 +13%
M&T Bank
139
M&T Bank
New York
$459K -$29.6K -1,292 -6%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$446K +$443K +19,362 New
SPAS
141
Spectrum Planning & Advisory Services
California
$446K +$54.5K +2,383 +14%
LWA
142
Lifelong Wealth Advisors
Minnesota
$442K +$17.6K +770 +4%
PCIA
143
Prime Capital Investment Advisors
Kansas
$439K +$435K +19,023 New
PFM
144
Peak Financial Management
Massachusetts
$423K +$10.5K +460 +3%
FFN
145
Focus Financial Network
Minnesota
$422K +$2.72K +119 +0.7%
GSWM
146
Golden State Wealth Management
California
$421K +$11.1K +484 +3%
EPW
147
Evergreen Private Wealth
Colorado
$419K -$137 -6 -0%
RWP
148
RWA Wealth Partners
Massachusetts
$416K -$15.9K -694 -4%
DE
149
Diversified Enterprises
Delaware
$412K -$78.2K -3,420 -16%
TWP
150
Tempus Wealth Planning
California
$410K +$87.2K +3,810 +27%