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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$434K -$30.8K -1,333 -7%
GSWM
152
Golden State Wealth Management
California
$423K -$33.4K -1,443 -7%
AG
153
Ascent Group
Virginia
$414K -$110K -4,771 -21%
TLFA
154
True Link Financial Advisors
California
$409K +$49.8K +2,153 +14%
JC
155
JB Capital
Connecticut
$408K -$142K -6,159 -26%
HSWS
156
Higgins & Schmidt Wealth Strategies
Colorado
$408K +$36.4K +1,573 +10%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$406K +$202K +8,737 +100%
CFM
158
Cornerstone Financial Management
Massachusetts
$402K +$39.3K +1,699 +11%
FPWM
159
FSB Premier Wealth Management
Iowa
$399K +$1.99K +86 +0.5%
ACM
160
Absolute Capital Management
Pennsylvania
$399K +$93.2K +4,029 +30%
DAS
161
Dynamic Advisor Solutions
Arizona
$389K -$9.51K -411 -2%
SAG
162
SageView Advisory Group
California
$386K -$101K -4,383 -21%
AWM
163
AE Wealth Management
Kansas
$383K +$32K +1,385 +9%
TWA
164
Talisman Wealth Advisors
New Jersey
$381K +$55.2K +2,386 +17%
CFG
165
Carr Financial Group
Massachusetts
$378K +$4.28K +185 +1%
SPC
166
Spirepoint Private Client
Florida
$377K +$376K +16,275 New
WF
167
Williams Financial
Vermont
$374K +$374K +16,173 New
PAG
168
Private Advisor Group
New Jersey
$369K +$369K +15,939 New
OAM
169
Occidental Asset Management
California
$362K
XPN
170
XY Planning Network
Montana
$361K +$28.2K +1,218 +8%
BEC
171
Blue Edge Capital
Virginia
$360K +$1.06K +46 +0.3%
MW
172
Maia Wealth
Colorado
$355K +$11.3K +488 +3%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$350K -$49.2K -2,129 -12%
RIA
174
Regal Investment Advisors
Michigan
$350K -$121K -5,239 -26%
BBA
175
Braun-Bostich & Associates
Pennsylvania
$345K -$49.9K -2,157 -13%