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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$370K +$12.8K +254 +4%
AP
252
Americana Partners
Texas
$368K +$8.28K +164 +2%
HA
253
Harborview Advisors
Maine
$366K +$1.16K +23 +0.3%
PA
254
Probity Advisors
Texas
$359K +$404 +8 +0.1%
PEA
255
Pacific Edge Advisors
California
$354K
TA
256
Tiedemann Advisors
New York
$354K +$354K +7,000 New
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$353K -$24.5K -486 -7%
MSFS
258
Main Street Financial Solutions
Pennsylvania
$347K +$354 +7 +0.1%
BBW
259
Blue Barn Wealth
Utah
$337K +$337K +6,680 New
WLIM
260
White Lighthouse Investment Management
Massachusetts
$328K
PCA
261
Personal Capital Advisors
California
$308K
TC
262
Telemus Capital
Michigan
$304K
VVP
263
Venture Visionary Partners
Ohio
$300K +$300K +5,940 New
CCA
264
Conservest Capital Advisors
Pennsylvania
$300K +$300K +5,941 New
WA
265
Wealth Architects
California
$293K +$45.5K +901 +18%
MWM
266
MBE Wealth Management
Wisconsin
$290K +$290K +5,739 New
KFP
267
KMG Fiduciary Partners
Ohio
$281K -$49.8K -986 -15%
IA
268
Insight Advisors
Pennsylvania
$280K -$20.2K -400 -7%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$270K
LIA
270
LBMC Investment Advisors
Tennessee
$270K +$270K +5,336 New
FIM
271
Freedom Investment Management
Connecticut
$269K +$39.4K +781 +17%
NEPPG
272
New England Professional Planning Group
Rhode Island
$260K -$45.4K -898 -15%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$260K +$16.4K +325 +7%
BRWA
274
B. Riley Wealth Advisors
Florida
$253K -$8.54K -169 -3%
PA
275
Pinnacle Associates
New York
$253K