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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
176
Pine Valley Investments
New Jersey
$280K -$4.31K -185 -2%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$279K -$1.7K -73 -0.6%
AWM
178
Axxcess Wealth Management
California
$276K +$50K +2,147 +22%
CAAS
179
Capital Asset Advisory Services
Michigan
$276K +$50K +2,147 +22%
JWA
180
JFS Wealth Advisors
Pennsylvania
$276K +$35.4K +1,521 +15%
RWP
181
RWA Wealth Partners
Massachusetts
$276K -$16.3K -700 -6%
MWM
182
Modera Wealth Management
New Jersey
$271K
FPWM
183
FSB Premier Wealth Management
Iowa
$268K +$265K +11,379 New
AWM
184
AE Wealth Management
Kansas
$268K +$2.05K +88 +0.8%
SB
185
Strategic Blueprint
Georgia
$266K +$2.87K +123 +1%
CIAS
186
CFS Investment Advisory Services
New Jersey
$259K +$18.9K +812 +8%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$257K +$254K +10,906 New
FF
188
Finley Financial
Nevada
$256K
RIS
189
Retirement Income Solutions
Michigan
$255K
SWA
190
Sax Wealth Advisors
New Jersey
$253K +$20.1K +861 +9%
WA
191
WBH Advisory
Maryland
$253K +$34.4K +1,476 +16%
GWP
192
Gateway Wealth Partners
Wisconsin
$248K +$27.5K +1,179 +13%
William Blair & Company
193
William Blair & Company
Illinois
$245K -$1.35K -58 -0.6%
MFGM
194
Marshall Financial Group (Maryland)
Maryland
$245K -$13.6K -584 -5%
CC
195
Copperleaf Capital
North Carolina
$244K +$37.8K +1,623 +19%
KFP
196
Keener Financial Planning
Texas
$244K +$39.7K +1,705 +20%
RW
197
Rockport Wealth
Ohio
$239K
BAAM
198
Baker Avenue Asset Management
California
$238K +$12.4K +531 +6%
VW
199
Veridan Wealth
Oregon
$237K +$234K +10,048 New
WBG
200
Wharton Business Group
Pennsylvania
$237K