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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mascoma Wealth Management
New Hampshire
$3K +$2.59K +100 New
GFPC
152
Global Financial Private Client
Florida
$2.39K +$2.46K +95 New
TIM
153
Tortoise Investment Management
New York
$2K -$1.94K -75 -50%
BWL
154
Bogart Wealth LLC
Virginia
$2K +$751 +29 +45%
SAM
155
Synergy Asset Management
Washington
– -$6.6M -241,903 Closed
FPF
156
First Pacific Financial
Washington
– -$6.27M -229,755 Closed
PG
157
Prostatis Group
Maryland
– -$4.71M -172,728 Closed
Citadel Advisors
158
Citadel Advisors
Florida
– -$3M -109,839 Closed
OMC
159
Old Mission Capital
Illinois
– -$2.73M -100,015 Closed
PAG
160
Private Advisor Group
New Jersey
– -$1.26M -46,219 Closed
Bank Julius Baer & Co
161
Bank Julius Baer & Co
Switzerland
– -$816K -29,899 Closed
BAAM
162
Baker Avenue Asset Management
California
– -$600K -21,994 Closed
HighTower Advisors
163
HighTower Advisors
Illinois
– -$597K -21,853 Closed
HIF
164
Hill Island Financial
Michigan
– -$417K -15,297 Closed
LIG
165
Lokken Investment Group
Delaware
– -$355K -13,015 Closed
TI
166
tru Independence
Oregon
– -$305K -11,168 Closed
SYBT
167
Stock Yards Bank & Trust
Kentucky
– -$215K -7,894 Closed
KCA
168
Karn Couzens & Associates
Connecticut
– -$209K -7,662 Closed
GWM
169
Geneos Wealth Management
Colorado
– -$56K -2,058 Closed
Citigroup
170
Citigroup
New York
– -$23K -852 Closed
NFSG
171
Newbridge Financial Services Group
Florida
– -$4K -150 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
– +$26 +1 New