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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
251
Jaffetilchin Investment Partners
Florida
$806K +$701 +14 +0.1%
DP
252
Dearborn Partners
Illinois
$803K +$804K +16,055 New
CAN
253
Claraphi Advisory Network
United States
$799K +$800K +15,969 New
NA
254
NewEdge Advisors
Louisiana
$780K -$792K -15,810 -50%
BAM
255
Belpointe Asset Management
Nevada
$771K +$506K +10,111 +191%
WA
256
Wealth Architects
California
$749K +$200K +3,990 +36%
APIM
257
Agate Pass Investment Management
Washington
$744K +$406K +8,100 +120%
OIA
258
OneDigital Investment Advisors
Kansas
$740K +$741K +14,786 New
TPWA
259
TRUE Private Wealth Advisors
Oregon
$732K +$54.8K +1,095 +8%
MFG
260
Merit Financial Group
Georgia
$725K +$338K +6,742 +87%
RPSA
261
Richard P. Slaughter Associates
Texas
$722K
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$708K
SPIA
263
Steward Partners Investment Advisory
New York
$697K +$126K +2,507 +22%
TCMP
264
Thrive Capital Management (Pennsylvania)
Pennsylvania
$695K -$70K -1,398 -9%
IGWM
265
ICA Group Wealth Management
Colorado
$676K +$403K +8,051 +148%
CBFP
266
Cedar Brook Financial Partners
Ohio
$676K +$677K +13,509 New
AP
267
Appleton Partners
Massachusetts
$675K
EIA
268
Eldridge Investment Advisors
New Hampshire
$668K -$171K -3,412 -20%
VFIC
269
Valley Forge Investment Consultants
Pennsylvania
$664K -$1.58M -31,522 -70%
WTC
270
WhitTier Trust Company
Nevada
$644K +$644K +12,864 New
DADC
271
D.A. Davidson & Co
Montana
$624K +$625K +12,478 New
Truist Financial
272
Truist Financial
North Carolina
$611K -$4.44M -88,665 -88%
CPW
273
Catalyst Private Wealth
California
$600K
AP
274
Americana Partners
Texas
$597K -$29.7K -594 -5%
PCFFS
275
Pacific Center for Financial Services
California
$585K -$4.41K -88 -0.7%