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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
251
New Capital Management
Texas
$581K -$40.4K -801 -7%
LIM
252
Leavell Investment Management
Alabama
$581K +$10.5K +209 +2%
IPA
253
Investment Planning Advisors
Georgia
$577K +$576K +11,420 New
CL
254
Choreo LLC
Illinois
$575K +$574K +11,389 New
PA
255
Prossimo Advisors
California
$572K
TFG
256
Tilson Financial Group
New Jersey
$569K
CFA
257
Capstone Financial Advisors
Illinois
$565K -$8.32K -165 -1%
YIA
258
YHB Investment Advisors
Connecticut
$559K +$558K +11,055 New
VCM
259
Violich Capital Management
California
$534K -$70.1K -1,390 -12%
BOM
260
Bank of Marin
California
$530K +$529K +10,493 New
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$528K -$1.74M -34,519 -77%
FCA
262
FinTrust Capital Advisors
South Carolina
$527K
EWA
263
Elevate Wealth Advisory
Georgia
$520K +$4.99K +99 +1%
MHS
264
M Holdings Securities
Oregon
$519K +$13.5K +267 +3%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$514K -$62.7K -1,243 -11%
William Blair & Company
266
William Blair & Company
Illinois
$512K -$73.3K -1,453 -13%
CFC
267
Coyle Financial Counsel
Illinois
$510K
Franklin Resources
268
Franklin Resources
California
$505K
ACA
269
Aptus Capital Advisors
Alabama
$504K -$21.1K -418 -4%
SFS
270
Searcy Financial Services
Kansas
$498K -$19K -377 -4%
PHIC
271
Pine Haven Investment Counsel
Massachusetts
$492K -$15.1K -300 -3%
CPRC
272
Consolidated Portfolio Review Corp
New York
$490K
VT
273
Vise Technologies
New York
$489K +$166K +3,288 +51%
MSWMA
274
Market Street Wealth Management Advisors
Indiana
$479K +$19.1K +379 +4%
QPWM
275
Quadrant Private Wealth Management
Pennsylvania
$478K -$90.7K -1,798 -16%