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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Boltwood Capital Management
California
$811K -$111K -2,200 -12%
NCM
227
New Capital Management
Texas
$804K +$803K +15,968 New
WA
228
Wealth Architects
California
$802K +$44.3K +881 +6%
MCA
229
Maryland Capital Advisors
Maryland
$791K -$259K -5,162 -25%
SFG
230
SevenBridge Financial Group
Pennsylvania
$782K +$780K +15,515 New
AAP
231
Arax Advisory Partners
Colorado
$777K
AF
232
Advisornet Financial
Minnesota
$776K -$38.9K -774 -5%
CIAS
233
CFS Investment Advisory Services
New Jersey
$774K +$206K +4,099 +36%
LEFP
234
Leading Edge Financial Planning
Tennessee
$767K +$98.8K +1,966 +15%
CMP
235
Courage Miller Partners
Virginia
$766K
RCAG
236
Rehmann Capital Advisory Group
Michigan
$762K -$25.7K -512 -3%
BPA
237
Beacon Pointe Advisors
California
$761K +$759K +15,104 New
RWI
238
Red Wave Investments
Pennsylvania
$745K -$16.6K -330 -2%
CCB
239
Country Club Bank
Missouri
$737K -$288K -5,723 -28%
CFS
240
CGC Financial Services
Oregon
$731K -$295K -5,863 -29%
TC
241
TAGStone Capital
North Carolina
$720K -$12.7K -252 -2%
Wealthfront Advisers
242
Wealthfront Advisers
California
$711K -$162K -3,228 -19%
AFP
243
Alpha Financial Partners
Kentucky
$711K -$517K -10,280 -42%
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$707K
CAC
245
Certified Advisory Corp
Florida
$704K +$162K +3,215 +30%
WP
246
Westmount Partners
California
$702K +$700K +13,933 New
LC
247
Lavaca Capital
Texas
$688K +$8.59K +171 +1%
WCP
248
Wick Capital Partners
Pennsylvania
$659K +$658K +13,086 New
SWM
249
Spire Wealth Management
Virginia
$653K +$284K +5,658 +77%
NAM
250
NorthCrest Asset Manangement
Minnesota
$645K +$643K +12,801 New