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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$564K +$10.5K +450 +2%
VWM
127
Venturi Wealth Management
Texas
$562K -$1.91K -82 -0.3%
CL
128
Choreo LLC
Illinois
$558K -$18.3K -786 -3%
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$550K +$11.5K +492 +2%
MW
130
Maia Wealth
Colorado
$538K +$117K +5,006 +28%
TWP
131
Tempus Wealth Planning
California
$536K +$11.2K +481 +2%
LWA
132
Lifelong Wealth Advisors
Minnesota
$534K +$1.54K +66 +0.3%
KAS
133
Kestra Advisory Services
Texas
$527K +$521K +22,388 New
WFA
134
Wells Financial Advisors
Massachusetts
$526K – – –
BFG
135
Beacon Financial Group
Texas
$525K +$3.61K +155 +0.7%
JC
136
JB Capital
Connecticut
$521K +$77K +3,306 +18%
RIA
137
Regal Investment Advisors
Michigan
$515K +$77.1K +3,311 +18%
PG
138
Proffitt & Goodson
Tennessee
$502K +$22.6K +971 +5%
SPAS
139
Spectrum Planning & Advisory Services
California
$481K +$34.4K +1,478 +8%
FFN
140
Focus Financial Network
Minnesota
$477K +$75.9K +3,259 +19%
SWP
141
Sagespring Wealth Partners
Tennessee
$473K +$151K +6,495 +48%
PFM
142
Peak Financial Management
Massachusetts
$470K +$10.1K +432 +2%
EPW
143
Evergreen Private Wealth
Colorado
$453K -$29K -1,245 -6%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$449K -$7.01K -301 -2%
CAL
145
Capital Analysts LLC
Pennsylvania
$443K +$110K +4,724 +34%
USCWA
146
U.S. Capital Wealth Advisors
Texas
$440K +$65.5K +2,814 +18%
GSWM
147
Golden State Wealth Management
California
$433K +$21.4K +919 +5%
CCA
148
Cobblestone Capital Advisors
New York
$430K +$8.62K +370 +2%
BFA
149
Bragg Financial Advisors
North Carolina
$428K +$42.6K +1,831 +11%
MWM
150
MBE Wealth Management
Wisconsin
$425K -$111K -4,775 -21%