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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
226
TFB Advisors
Kansas
$1.03M -$6.77K -135 -0.7%
TCM
227
Tradewinds Capital Management
Washington
$1.02M +$7.32K +146 +0.7%
HT
228
Heritage Trust
Oklahoma
$997K
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$985K -$9.26M -184,532 -90%
BCM
230
Boltwood Capital Management
California
$980K +$527K +10,500 +117%
MWM
231
Mattern Wealth Management
Kansas
$975K -$18.4K -367 -2%
VA
232
Valmark Advisers
Ohio
$973K -$39.9K -795 -4%
BA
233
Bristlecone Advisors
Washington
$944K -$40K -797 -4%
AWE
234
Avidian Wealth Enterprises
Texas
$930K +$373K +7,444 +67%
VWA
235
Visionary Wealth Advisors
Illinois
$928K +$927K +18,472 New
CCM
236
Crabel Capital Management
California
$925K -$2.88M -57,454 -76%
PMG
237
ProVise Management Group
Florida
$914K -$2.2M -43,766 -71%
CCWA
238
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$910K -$91K -1,814 -9%
AAP
239
Arax Advisory Partners
Colorado
$885K -$292K -5,815 -25%
OCPWS
240
One Charles Private Wealth Services
Massachusetts
$877K -$927K -18,483 -51%
CGA
241
Crescent Grove Advisors
Illinois
$859K +$857K +17,091 New
WMG
242
WESCAP Management Group
California
$835K +$150K +2,992 +22%
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$822K
WAM
244
WNY Asset Management
New York
$813K -$49.5K -986 -6%
MSWMA
245
Market Street Wealth Management Advisors
Indiana
$810K -$387K -7,713 -32%
WA
246
Wealth Architects
California
$798K +$80.3K +1,600 +11%
BWL
247
Bogart Wealth LLC
Virginia
$794K -$227K -4,531 -22%
LIM
248
Leavell Investment Management
Alabama
$783K -$163K -3,258 -17%
OMC
249
Old Mission Capital
Illinois
$779K +$778K +15,508 New
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$774K +$479K +9,558 +163%