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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$30K
ACM
152
Absolute Capital Management
Pennsylvania
$23.9K +$25.5K +1,099 New
WIM
153
Westside Investment Management
California
$23.2K +$24.5K +1,060 New
OPW
154
Oxler Private Wealth
New York
$22.6K
BSB
155
Bangor Savings Bank
Maine
$20K
TFS
156
TrustCore Financial Services
Tennessee
$19K +$185 +8 +1%
RA
157
Rise Advisors
New York
$13K +$93 +4 +0.7%
MAM
158
Meeder Asset Management
Ohio
$12K -$272K -11,748 -95%
CA
159
Crewe Advisors
Utah
$9K +$9.75K +421 New
NSIM
160
North Star Investment Management
Illinois
$9K +$10K +432 New
PMFA
161
Plante Moran Financial Advisors
Michigan
$8K +$8.48K +366 New
FCG
162
Financial Connections Group
California
$7K
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$7K +$7.71K +333 New
SWM
164
Spire Wealth Management
Virginia
$5K
GFPC
165
Global Financial Private Client
Florida
$4.78K +$2.83K +122 +128%
EIP
166
Ellis Investment Partners
Pennsylvania
$4K +$23 +1 +0.5%
FWP
167
FAS Wealth Partners
Kansas
$4K +$23 +1 +0.5%
PA
168
Parallel Advisors
California
$4K +$4.52K +195 New
MWM
169
Mascoma Wealth Management
New Hampshire
$2K
TIM
170
Tortoise Investment Management
New York
$2K
BWL
171
Bogart Wealth LLC
Virginia
$2K +$23 +1 +1%
BC
172
Barrett & Company
Rhode Island
$1.29K +$1.34K +58 New
OWA
173
One Wealth Advisors
California
-$4.08M -176,009 Closed
NL
174
NEPC LLC
Massachusetts
-$751K -32,433 Closed
IWC
175
Integrated Wealth Concepts
Massachusetts
-$355K -15,323 Closed