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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$873K +$871K +17,349 New
CGL
227
Clarius Group LLC
Washington
$873K -$357K -7,103 -29%
QPWM
228
Quadrant Private Wealth Management
Pennsylvania
$862K -$194K -3,860 -18%
OWA
229
Octavia Wealth Advisors
Ohio
$861K +$207K +4,117 +32%
WAM
230
WNY Asset Management
New York
$841K +$26.9K +536 +3%
FTUS
231
Flow Traders U.S.
New York
$832K -$9.1M -181,140 -92%
AAS
232
Avantax Advisory Services
Texas
$820K -$263K -5,231 -24%
AF
233
Advisornet Financial
Minnesota
$814K -$233K -4,647 -22%
WMG
234
WESCAP Management Group
California
$811K -$25.1K -499 -3%
OSNBOA
235
Old Second National Bank of Aurora
Illinois
$787K -$35.5K -708 -4%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$787K +$156K +3,116 +25%
AAP
237
Arax Advisory Partners
Colorado
$776K -$109K -2,180 -12%
CMP
238
Courage Miller Partners
Virginia
$765K
AC
239
AlphaCore Capital
California
$761K +$195K +3,877 +34%
RWI
240
Red Wave Investments
Pennsylvania
$761K -$467K -9,300 -38%
WA
241
Wealth Architects
California
$756K -$42.3K -843 -5%
SCA
242
Sandy Cove Advisors
Massachusetts
$753K -$515K -10,255 -41%
TC
243
TAGStone Capital
North Carolina
$732K +$9.59K +191 +1%
CW
244
Connectus Wealth
Ohio
$723K
GJIA
245
Glass Jacobson Investment Advisors
Maryland
$706K +$704K +14,030 New
GF
246
Gries Financial
Ohio
$700K
FP
247
Financial Perspectives
Minnesota
$687K +$501K +9,971 +271%
LC
248
Lavaca Capital
Texas
$678K +$677K +13,487 New
BWM
249
Birchcreek Wealth Management
Ohio
$668K -$1.41K -28 -0.2%
LEFP
250
Leading Edge Financial Planning
Tennessee
$666K +$42.3K +842 +7%