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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clune & Associates
Illinois
$745K +$747K +14,780 New
IWC
252
Integrated Wealth Concepts
Massachusetts
$742K +$744K +14,722 New
HCP
253
Hexagon Capital Partners
Arkansas
$734K -$21.2K -420 -3%
WFA
254
Wells Financial Advisors
Massachusetts
$723K -$19K -376 -3%
RWIA
255
Roger Wittlin Investment Advisory
California
$718K -$575K -11,381 -44%
RWI
256
Red Wave Investments
Pennsylvania
$698K
EWA
257
Elevate Wealth Advisory
Georgia
$696K +$37.3K +738 +6%
AP
258
Atwood & Palmer
Missouri
$695K -$25.3K -500 -4%
Betterment LLC
259
Betterment LLC
New York
$692K -$478K -9,466 -41%
OWA
260
Octavia Wealth Advisors
Ohio
$679K -$13K -258 -2%
ONSWM
261
Old North State Wealth Management
North Carolina
$661K +$42.9K +848 +7%
CFS
262
CGC Financial Services
Oregon
$655K +$12.4K +246 +2%
SEP
263
Southland Equity Partners
Missouri
$647K +$25.3K +500 +4%
EAM
264
Evanson Asset Management
California
$640K
PCFFS
265
Pacific Center for Financial Services
California
$639K -$241K -4,765 -27%
HF
266
HRT Financial
New York
$632K -$809K -16,010 -56%
WANY
267
Wealthspire Advisors (New York)
New York
$631K -$34.8K -689 -5%
CAC
268
Certified Advisory Corp
Florida
$619K -$69.9K -1,383 -10%
MCA
269
Maryland Capital Advisors
Maryland
$616K
JCIA
270
Jackson Creek Investment Advisors
Colorado
$612K +$613K +12,139 New
BPA
271
Beacon Pointe Advisors
California
$610K +$358K +7,080 +141%
SFG
272
SevenBridge Financial Group
Pennsylvania
$603K
SCA
273
Sandy Cove Advisors
Massachusetts
$600K +$6.77K +134 +1%
VP
274
Verum Partners
North Carolina
$595K -$172K -3,396 -22%
AGA
275
Arkos Global Advisors
Texas
$591K