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iShares ESG Aware USD Corporate Bond ETF
SUSC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Centurion Wealth Management
Virginia
$271K +$27.2K +1,163 +11%
WWM
202
Western Wealth Management
Colorado
$268K +$1.5K +64 +0.6%
CIAS
203
CFS Investment Advisory Services
New Jersey
$261K +$5.91K +253 +2%
WA
204
WBH Advisory
Maryland
$253K +$2.31K +99 +0.9%
FF
205
Finley Financial
Nevada
$251K – – –
RIS
206
Retirement Income Solutions
Michigan
$251K – – –
PA
207
PFG Advisors
Arizona
$250K -$34.4K -1,470 -12%
IAA
208
Independent Advisor Alliance
North Carolina
$248K +$250K +10,714 New
CAG
209
Csenge Advisory Group
Florida
$244K +$247K +10,566 New
MCA
210
Midwest Capital Advisors
Michigan
$241K +$9.51K +407 +4%
RW
211
Rockport Wealth
Ohio
$239K +$4.77K +204 +2%
SB
212
Strategic Blueprint
Georgia
$232K -$8.32K -356 -3%
MBFW
213
Morton Brown Family Wealth
Pennsylvania
$231K +$56.6K +2,420 +32%
RWA
214
Resolute Wealth Advisor
Ohio
$231K +$233K +9,976 New
GFA
215
Godfrey Financial Associates
New York
$231K +$4.44K +190 +2%
VW
216
Veridan Wealth
Oregon
$229K -$6.57K -281 -3%
KWM
217
Kingsview Wealth Management
Oregon
$228K -$2.15K -92 -0.9%
SWA
218
Sax Wealth Advisors
New Jersey
$226K – – –
WF
219
Warner Financial
Maryland
$226K +$725 +31 +0.3%
AIM
220
Advyzon Investment Management
Illinois
$225K -$2.83K -121 -1%
LA
221
LVW Advisors
New York
$219K +$14.9K +636 +7%
SWP
222
Stratos Wealth Partners
Ohio
$216K +$16.3K +697 +8%
CPP
223
Capasso Planning Partners
South Carolina
$214K -$6.17K -264 -3%
HHGA
224
Halbert Hargrove Global Advisors
California
$214K – – –
GF
225
GTS Financial
Minnesota
$213K +$215K +9,216 New
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9
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