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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
Peak Financial Management
Massachusetts
$499K +$41.7K +1,785 +9%
SAG
152
SageView Advisory Group
California
$487K -$257 -11 -0.1%
CL
153
Choreo LLC
Illinois
$476K +$5.54K +237 +1%
RIA
154
Regal Investment Advisors
Michigan
$471K -$26.1K -1,115 -5%
CPG
155
Cornerstone Planning Group
New Jersey
$470K +$470K +20,120 +7,564%
GSWM
156
Golden State Wealth Management
California
$456K +$20.6K +880 +5%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$453K +$15.6K +666 +4%
SPAS
158
Spectrum Planning & Advisory Services
California
$453K -$25K -1,069 -5%
NF
159
Napier Financial
Massachusetts
$447K -$58.1K -2,486 -11%
Corient Private Wealth
160
Corient Private Wealth
Florida
$445K -$178K -7,598 -28%
CAL
161
Capital Analysts LLC
Pennsylvania
$439K +$1.61K +69 +0.4%
SWP
162
Sagespring Wealth Partners
Tennessee
$437K +$13.8K +591 +3%
AMM
163
American Money Management
California
$436K -$81.4K -3,483 -16%
BFA
164
Bragg Financial Advisors
North Carolina
$421K -$19.1K -818 -4%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$399K +$64.4K +2,755 +19%
DAS
166
Dynamic Advisor Solutions
Arizona
$398K +$47 +2 +0%
FPWM
167
FSB Premier Wealth Management
Iowa
$397K +$65.9K +2,819 +20%
BBA
168
Braun-Bostich & Associates
Pennsylvania
$394K -$16.3K -696 -4%
CAAS
169
Capital Asset Advisory Services
Michigan
$392K +$79.6K +3,404 +25%
WS
170
Wedbush Securities
California
$382K +$654 +28 +0.2%
CFG
171
Carr Financial Group
Massachusetts
$373K +$2.76K +118 +0.7%
HSWS
172
Higgins & Schmidt Wealth Strategies
Colorado
$372K +$15.4K +659 +4%
CFM
173
Cornerstone Financial Management
Massachusetts
$362K -$4.35K -186 -1%
OAM
174
Occidental Asset Management
California
$362K +$935 +40 +0.3%
BEC
175
Blue Edge Capital
Virginia
$359K -$239K -10,233 -40%