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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
176
Boston Financial Management
Massachusetts
$264K -$38K -1,680 -13%
WBG
177
Wharton Business Group
Pennsylvania
$263K
OAM
178
Occidental Asset Management
California
$259K +$15.2K +671 +6%
Comerica Bank
179
Comerica Bank
Texas
$259K +$22.2K +979 +9%
SDWMA
180
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K
WWA
181
WCG Wealth Advisors
Nevada
$253K -$57.4K -2,538 -19%
RJA
182
Raymond James & Associates
Florida
$252K +$9.94K +439 +4%
MWM
183
Modera Wealth Management
New Jersey
$252K -$96K -4,243 -28%
FHA
184
First Horizon Advisors
Tennessee
$250K +$2.1K +93 +0.9%
William Blair & Company
185
William Blair & Company
Illinois
$235K -$2.63K -116 -1%
WA
186
WBH Advisory
Maryland
$234K +$233K +10,313 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$233K +$37K +1,637 +19%
WF
188
Williams Financial
Vermont
$231K -$10.2K -450 -4%
VW
189
Veridan Wealth
Oregon
$231K +$225K +9,940 New
TF
190
Theory Financial
Colorado
$230K -$16.9K -748 -7%
RW
191
Rockport Wealth
Ohio
$230K
TWC
192
TD Waterhouse Canada
Ontario, Canada
$229K +$46K +2,031 +25%
CFD
193
Creative Financial Designs
Indiana
$226K +$10.2K +450 +5%
KWM
194
Kingsview Wealth Management
Oregon
$220K +$219K +9,696 New
NP
195
NorthRock Partners
Minnesota
$220K -$515K -22,770 -70%
SWM
196
Sagace Wealth Management
Florida
$219K +$216K +9,534 New
KAS
197
Kestra Advisory Services
Texas
$211K +$210K +9,273 New
SWM
198
Sugarloaf Wealth Management
Georgia
$207K
BIA
199
Bigelow Investment Advisors
Maine
$203K -$2.9K -128 -1%
CC
200
Copperleaf Capital
North Carolina
$202K +$202K +8,909 New