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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
$2K
TIM
152
Tortoise Investment Management
New York
$2K
BWL
153
Bogart Wealth LLC
Virginia
$2K +$24 +1 +1%
M&T Bank
154
M&T Bank
New York
$2K +$1.72M +72,685 New
GI
155
Gradient Investments
Minnesota
$1K +$758 +32 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$1K +$1.19K +50 +5,000%
5L
157
55I LLC
Massachusetts
-$2.33M -92,886 Closed
HHGA
158
Halbert Hargrove Global Advisors
California
-$1.33M -52,787 Closed
AF
159
Arrow Financial
New York
-$1.28M -51,024 Closed
NYLIM
160
New York Life Investment Management
New York
-$438K -17,335 Closed
FANJ
161
Financial Architects (New Jersey)
New Jersey
-$424K -16,870 Closed
OPS
162
Orion Portfolio Solutions
Nebraska
-$382K -15,199 Closed
DL
163
DOHJ LLC
Washington
-$353K -14,057 Closed
RCAG
164
Rehmann Capital Advisory Group
Michigan
-$307K -12,197 Closed
QC
165
Quent Capital
New York
-$303K -12,050 Closed
WCM
166
Windsor Capital Management
Arizona
-$285K -11,365 Closed
WWM
167
WT Wealth Management
Arizona
-$270K -10,758 Closed
RJT
168
Raymond James Trust
Florida
-$236K -9,373 Closed
LNC
169
Lincoln National Corp
Pennsylvania
-$211K -8,368 Closed
CRI
170
Colonial River Investments
Virginia
-$201K -7,996 Closed
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
-$73K -2,876 Closed
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
-$39.9K -1,577 Closed
TRCT
173
Tower Research Capital (TRC)
New York
-$26K -1,046 Closed
PCG
174
Private Capital Group
Connecticut
-$23K -927 Closed
HA
175
Herold Advisors
New York
-$22.6K -900 Closed