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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
176
Level Financial Advisors
New York
$295K -$1.23K -53 -0.4%
AFTS
177
American Financial & Tax Strategies
New York
$286K +$2.22K +96 +0.8%
CPP
178
Capasso Planning Partners
South Carolina
$286K +$6.42K +277 +2%
LLWM
179
Life Line Wealth Management
California
$284K -$1.83K -79 -0.6%
BFM
180
Boston Financial Management
Massachusetts
$283K +$18K +779 +7%
CA
181
Claro Advisors
Massachusetts
$282K +$1.88K +81 +0.7%
MLA
182
My Legacy Advisors
Oregon
$278K -$69.5K -3,000 -20%
AI
183
Atria Investments
North Carolina
$275K -$173K -7,464 -38%
HI
184
Harbour Investments
Wisconsin
$273K -$10.9K -469 -4%
WFS
185
WealthGarden F.S.
California
$273K +$278K +12,018 New
BAAM
186
Baker Avenue Asset Management
California
$273K -$23 -1 -0%
FHA
187
First Horizon Advisors
Tennessee
$263K -$17.4K -750 -6%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$262K +$267K +11,530 New
MWM
189
Modera Wealth Management
New Jersey
$260K – – –
MFGM
190
Marshall Financial Group (Maryland)
Maryland
$260K -$88.9K -3,840 -25%
Comerica Bank
191
Comerica Bank
Texas
$259K -$46 -2 -0%
AWM
192
AE Wealth Management
Kansas
$250K -$70.9K -3,060 -22%
TF
193
TME Financial
California
$249K +$243K +10,478 New
CFD
194
Creative Financial Designs
Indiana
$247K +$18.6K +805 +8%
FF
195
Finley Financial
Nevada
$246K +$251K +10,850 New
IAA
196
Independent Advisor Alliance
North Carolina
$244K +$248K +10,728 New
FPWM
197
Five Pine Wealth Management
Idaho
$243K +$248K +10,713 New
William Blair & Company
198
William Blair & Company
Illinois
$236K -$394 -17 -0.2%
MNA
199
Manning & Napier Advisors
New York
$234K -$6.21K -268 -3%
PVI
200
Pine Valley Investments
New Jersey
$230K +$235K +10,136 New