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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
201
Wharton Business Group
Pennsylvania
$232K – – –
VW
202
Veridan Wealth
Oregon
$229K -$77.3K -3,378 -25%
SWA
203
Sax Wealth Advisors
New Jersey
$218K – – –
CIAS
204
CFS Investment Advisory Services
New Jersey
$217K -$4.35K -190 -2%
JWA
205
JFS Wealth Advisors
Pennsylvania
$216K -$3.75K -164 -2%
P
206
&Partners
Tennessee
$216K +$173K +7,546 New
AWM
207
AE Wealth Management
Kansas
$214K -$40.1K -1,751 -16%
WT
208
Whittier Trust
California
$213K +$85.6K +3,740 +68%
HH
209
Hilltop Holdings
Texas
$212K – – –
KWM
210
Kingsview Wealth Management
Oregon
$206K – – –
SA
211
Sovran Advisors
California
$203K +$205K +8,965 New
HP
212
Hilltop Partners
Indiana
$203K +$201K +8,786 New
CC
213
Copperleaf Capital
North Carolina
$202K -$12.5K -545 -6%
GWP
214
Gateway Wealth Partners
Wisconsin
$200K +$199K +8,686 New
KFP
215
Keener Financial Planning
Texas
$199K +$16.2K +710 +9%
DJSG
216
D.J. St. Germain
Massachusetts
$196K – – –
PS
217
Principal Securities
Iowa
$166K – – –
MBFW
218
Morton Brown Family Wealth
Pennsylvania
$160K +$3.46K +151 +2%
MCA
219
Midwest Capital Advisors
Michigan
$152K – – –
FGAM
220
Financial Gravity Asset Management
Texas
$144K +$142K +6,223 New
HHGA
221
Halbert Hargrove Global Advisors
California
$141K -$859K -37,540 -86%
BlackRock
222
BlackRock
New York
$123K +$389 +17 +0.3%
MCM
223
MAI Capital Management
Ohio
$100K +$3.18K +139 +3%
Citigroup
224
Citigroup
New York
$96.3K -$63.8K -2,788 -40%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$79.2K -$120K -5,252 -60%