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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$255K -$496K -21,462 -66%
KFAA
202
Klaas Financial Asset Advisors
Illinois
$253K -$27.6K -1,193 -10%
CWM
203
Centurion Wealth Management
Virginia
$252K -$19.3K -835 -7%
FF
204
Finley Financial
Nevada
$251K – – –
RIS
205
Retirement Income Solutions
Michigan
$251K – – –
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$248K -$29.7K -1,286 -11%
PA
207
PFG Advisors
Arizona
$248K -$2.31K -100 -0.9%
MBFW
208
Morton Brown Family Wealth
Pennsylvania
$247K +$15.9K +689 +7%
FA
209
Fairlight Advisors
California
$247K +$246K +10,650 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$246K -$82K -3,546 -25%
CWM
211
Curtis Wealth Management
Nevada
$245K -$94.4K -4,083 -28%
MCA
212
Midwest Capital Advisors
Michigan
$244K +$2.77K +120 +1%
RW
213
Rockport Wealth
Ohio
$239K – – –
VAS
214
Vestmark Advisory Solutions
Massachusetts
$236K +$236K +10,190 New
GFA
215
Godfrey Financial Associates
New York
$234K +$2.84K +123 +1%
WWM
216
Western Wealth Management
Colorado
$232K -$35.6K -1,539 -13%
LFG
217
Larson Financial Group
Missouri
$232K -$108K -4,659 -32%
CIAS
218
CFS Investment Advisory Services
New Jersey
$232K -$26.6K -1,149 -10%
RWA
219
Resolute Wealth Advisor
Ohio
$231K – – –
TWCA
220
Two West Capital Advisors
Kansas
$230K +$233K +10,086 New
CAG
221
Csenge Advisory Group
Florida
$228K -$16.4K -711 -7%
WF
222
Warner Financial
Maryland
$228K +$1.16K +50 +0.5%
VW
223
Veridan Wealth
Oregon
$227K -$2.15K -93 -0.9%
Legacy Financial Group (Iowa)
224
Legacy Financial Group (Iowa)
Iowa
$227K +$227K +9,808 New
HP
225
Holistic Planning
Texas
$227K -$111K -4,782 -33%