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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
251
Leavell Investment Management
Alabama
$657K -$126K -2,519 -16%
VFIC
252
Valley Forge Investment Consultants
Pennsylvania
$657K +$1.66K +33 +0.3%
SEP
253
Southland Equity Partners
Missouri
$652K -$13.9K -277 -2%
BRWA
254
B. Riley Wealth Advisors
Florida
$631K +$29.1K +580 +5%
AWM
255
Apollon Wealth Management
South Carolina
$611K +$43.4K +865 +8%
BAM
256
Belpointe Asset Management
Nevada
$610K -$4.95M -98,568 -89%
AC
257
Applied Capital
Arkansas
$609K +$50.2K +1,000 +9%
CFA
258
Capstone Financial Advisors
Illinois
$571K -$54.1K -1,077 -9%
PA
259
Prossimo Advisors
California
$570K
TFG
260
Tilson Financial Group
New Jersey
$566K
CIAS
261
CFS Investment Advisory Services
New Jersey
$566K +$109K +2,162 +24%
EH
262
Equitable Holdings
New York
$553K -$37.7K -751 -6%
Northern Trust
263
Northern Trust
Illinois
$552K +$551K +10,979 New
EWA
264
Encompass Wealth Advisors
Oregon
$547K -$89.4K -1,780 -14%
CWA
265
Capital Wealth Alliance
Arizona
$544K +$64.4K +1,282 +13%
CAC
266
Certified Advisory Corp
Florida
$541K +$25.3K +504 +5%
Creative Planning
267
Creative Planning
Kansas
$531K +$11.1K +222 +2%
RPGK
268
Retirement Planning Group (Kansas)
Kansas
$525K -$32.7K -652 -6%
FFA
269
Farther Finance Advisors
California
$522K +$521K +10,375 New
PHIC
270
Pine Haven Investment Counsel
Massachusetts
$515K +$10K +200 +2%
SFS
271
Searcy Financial Services
Kansas
$509K -$51K -1,016 -9%
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
$503K -$85.6K -1,705 -15%
FPCP
273
Fort Point Capital Partners
California
$499K -$25K -497 -5%
CPRC
274
Consolidated Portfolio Review Corp
New York
$488K -$210K -4,175 -30%
BWL
275
Bogart Wealth LLC
Virginia
$485K -$310K -6,170 -39%