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iShares ESG Aware USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
201
Baker Avenue Asset Management
California
$271K +$34.5K +1,468 +15%
WWM
202
Western Wealth Management
Colorado
$269K +$60.9K +2,589 +29%
RWP
203
RWA Wealth Partners
Massachusetts
$263K -$11.1K -471 -4%
CIAS
204
CFS Investment Advisory Services
New Jersey
$256K +$1.27K +54 +0.5%
WA
205
WBH Advisory
Maryland
$254K +$2.89K +123 +1%
FF
206
Finley Financial
Nevada
$254K
RIS
207
Retirement Income Solutions
Michigan
$254K
ATPW
208
Ashton Thomas Private Wealth
Arizona
$247K +$40.6K +1,726 +20%
CWM
209
Centurion Wealth Management
Virginia
$247K +$40.3K +1,714 +19%
SB
210
Strategic Blueprint
Georgia
$243K -$20.9K -888 -8%
VW
211
Vantus Wealth
Pennsylvania
$239K +$241K +10,234 New
VW
212
Veridan Wealth
Oregon
$238K +$3.53K +150 +1%
RW
213
Rockport Wealth
Ohio
$237K
MCA
214
Midwest Capital Advisors
Michigan
$234K +$78.4K +3,331 +50%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$233K -$121K -5,122 -34%
KWM
216
Kingsview Wealth Management
Oregon
$232K +$26.5K +1,126 +13%
AIM
217
Advyzon Investment Management
Illinois
$230K +$231K +9,827 New
GFA
218
Godfrey Financial Associates
New York
$229K +$230K +9,777 New
WF
219
Warner Financial
Maryland
$228K +$229K +9,746 New
SWA
220
Sax Wealth Advisors
New Jersey
$226K -$25.1K -1,069 -10%
CPP
221
Capasso Planning Partners
South Carolina
$223K +$224K +9,527 New
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$217K +$218K +9,274 New
HFA
223
High Falls Advisors
New York
$217K +$4.49K +191 +2%
HHGA
224
Halbert Hargrove Global Advisors
California
$216K +$8.47K +360 +4%
NP
225
NorthRock Partners
Minnesota
$216K +$217K +9,226 New