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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Foresight Wealth Management
Utah
$208K -$65.1K -1,288 -24%
CCM
227
Crabel Capital Management
California
$208K +$208K +4,110 New
CFGS
228
Concourse Financial Group Securities
Alabama
$203K +$6.32K +125 +3%
CBFP
229
Cedar Brook Financial Partners
Ohio
$203K +$203K +4,017 New
EWM
230
Elmwood Wealth Management
California
$202K
CWA
231
Clarity Wealth Advisors
California
$200K -$202K -4,000 -50%
FAM
232
Formidable Asset Management
Ohio
$200K
CCM
233
Cribstone Capital Management
Maine
$196K +$196K +3,880 New
Wells Fargo
234
Wells Fargo
California
$176K +$76.2K +1,508 +77%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$173K -$150K -2,971 -47%
FA
236
Faithward Advisors
Pennsylvania
$165K +$165K +3,266 New
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K +$150K +2,965 New
William Blair & Company
238
William Blair & Company
Illinois
$137K
LS
239
Leelyn Smith
Illinois
$135K +$81.9K +1,619 +155%
TCM
240
TD Capital Management
Tennessee
$126K +$126K +2,495 New
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$119K -$114K -2,260 -49%
GRP
242
Global Retirement Partners
California
$104K
MWC
243
MBM Wealth Consultants
Missouri
$100K +$49.8K +985 +99%
EIP
244
Ellis Investment Partners
Pennsylvania
$100K +$100K +1,980 New
MHR
245
Matthew Hamilton Rosenberg
$95K +$2.33K +46 +3%
WCG
246
Weaver Consulting Group
California
$89K -$121K -2,399 -58%
MIFH
247
Migdal Insurance & Financial Holdings
Israel
$88K -$80.4K -1,590 -48%
KOCAA
248
Knights of Columbus Asset Advisors
Connecticut
$79K
AWA
249
Arkadios Wealth Advisors
Georgia
$72.8K +$47.5K +940 +188%
GWM
250
Geneos Wealth Management
Colorado
$66K