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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
176
Hoxton Planning & Management
West Virginia
$270K +$33.7K +1,469 +14%
AFTS
177
American Financial & Tax Strategies
New York
$268K +$267K +11,663 New
WBG
178
Wharton Business Group
Pennsylvania
$266K -$10.1K -440 -4%
SG
179
StoneX Group
New York
$264K -$80.3K -3,500 -23%
MLA
180
My Legacy Advisors
Oregon
$264K +$48.5K +2,114 +23%
SFA
181
Sequoia Financial Advisors
Ohio
$258K +$258K +11,239 New
SDWMA
182
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K -$1.63K -71 -0.6%
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$256K +$263K +11,454 New
FHA
184
First Horizon Advisors
Tennessee
$250K +$49K +2,135 +24%
TF
185
Theory Financial
Colorado
$250K +$250K +10,883 New
OAM
186
Occidental Asset Management
California
$247K +$20.2K +881 +9%
RJA
187
Raymond James & Associates
Florida
$245K -$1.4K -61 -0.6%
WF
188
Williams Financial
Vermont
$244K +$19.2K +837 +9%
William Blair & Company
189
William Blair & Company
Illinois
$241K -$104K -4,545 -30%
Comerica Bank
190
Comerica Bank
Texas
$239K +$56.6K +2,467 +31%
SWM
191
Spire Wealth Management
Virginia
$236K +$52.1K +2,273 +28%
CWM
192
Centurion Wealth Management
Virginia
$236K +$236K +10,282 New
RW
193
Rockport Wealth
Ohio
$233K +$232K +10,127 New
SVWAG
194
Sound View Wealth Advisors Group
Georgia
$226K -$188K -8,184 -45%
G
195
GenTrust
Florida
$225K +$321 +14 +0.1%
CFD
196
Creative Financial Designs
Indiana
$218K +$14.7K +639 +7%
SWM
197
Sugarloaf Wealth Management
Georgia
$209K +$59.2K +2,580 +40%
BIA
198
Bigelow Investment Advisors
Maine
$209K +$6.08K +265 +3%
JSW
199
Journey Strategic Wealth
New Jersey
$202K +$202K +8,794 New
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$198K +$12.5K +545 +7%