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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
176
Talisman Wealth Advisors
New Jersey
$285K +$281K +12,078 New
EPW
177
Endeavor Private Wealth
Kansas
$284K +$56.6K +2,432 +25%
PVI
178
Pine Valley Investments
New Jersey
$280K -$4.31K -185 -2%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$279K -$1.7K -73 -0.6%
AWM
180
Axxcess Wealth Management
California
$276K +$50K +2,147 +22%
CAAS
181
Capital Asset Advisory Services
Michigan
$276K +$50K +2,147 +22%
JWA
182
JFS Wealth Advisors
Pennsylvania
$276K +$35.4K +1,521 +15%
RWP
183
RWA Wealth Partners
Massachusetts
$276K -$16.3K -700 -6%
MWM
184
Modera Wealth Management
New Jersey
$271K – – –
FPWM
185
FSB Premier Wealth Management
Iowa
$268K +$265K +11,379 New
AWM
186
AE Wealth Management
Kansas
$268K +$2.05K +88 +0.8%
SB
187
Strategic Blueprint
Georgia
$266K +$2.87K +123 +1%
CIAS
188
CFS Investment Advisory Services
New Jersey
$259K +$18.9K +812 +8%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$257K +$254K +10,906 New
FF
190
Finley Financial
Nevada
$256K – – –
RIS
191
Retirement Income Solutions
Michigan
$255K – – –
SWA
192
Sax Wealth Advisors
New Jersey
$253K +$20.1K +861 +9%
WA
193
WBH Advisory
Maryland
$253K +$34.4K +1,476 +16%
GWP
194
Gateway Wealth Partners
Wisconsin
$248K +$27.5K +1,179 +13%
William Blair & Company
195
William Blair & Company
Illinois
$245K -$1.35K -58 -0.6%
MFGM
196
Marshall Financial Group (Maryland)
Maryland
$245K -$13.6K -584 -5%
CC
197
Copperleaf Capital
North Carolina
$244K +$37.8K +1,623 +19%
KFP
198
Keener Financial Planning
Texas
$244K +$39.7K +1,705 +20%
RW
199
Rockport Wealth
Ohio
$239K – – –
BAAM
200
Baker Avenue Asset Management
California
$238K +$12.4K +531 +6%