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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
251
Roger Wittlin Investment Advisory
California
$671K -$50.1K -991 -7%
AWM
252
Avaii Wealth Management
Wisconsin
$663K -$4.29M -84,893 -87%
EWA
253
Elevate Wealth Advisory
Georgia
$660K -$39.7K -785 -6%
GWM
254
GSB Wealth Management
Connecticut
$647K +$645K +12,765 New
PCFFS
255
Pacific Center for Financial Services
California
$641K -$1.62K -32 -0.3%
PWA
256
Physician Wealth Advisors
Utah
$636K +$584K +11,553 +1,155%
RCG
257
Regatta Capital Group
California
$631K +$51.6K +1,021 +9%
MCA
258
Maryland Capital Advisors
Maryland
$619K
BPA
259
Beacon Pointe Advisors
California
$614K
CFO
260
CVA Family Office
Colorado
$609K +$70K +1,384 +13%
CNBT
261
Canandaigua National Bank & Trust
New York
$604K -$166K -3,288 -22%
SFG
262
SevenBridge Financial Group
Pennsylvania
$603K
SEP
263
Southland Equity Partners
Missouri
$598K -$53K -1,049 -8%
NCM
264
New Capital Management
Texas
$595K +$13.3K +264 +2%
PAS
265
Park Avenue Securities
New York
$586K -$331K -6,542 -36%
CFA
266
Capstone Financial Advisors
Illinois
$583K +$4.25K +84 +0.7%
MHS
267
M Holdings Securities
Oregon
$583K +$152 +3 +0%
CFC
268
Coyle Financial Counsel
Illinois
$580K +$758 +15 +0.1%
PA
269
Prossimo Advisors
California
$574K
TFG
270
Tilson Financial Group
New Jersey
$573K +$2.02K +40 +0.4%
VP
271
Verum Partners
North Carolina
$569K -$28.8K -569 -5%
MSWMA
272
Market Street Wealth Management Advisors
Indiana
$569K +$12.6K +250 +2%
CFS
273
CGC Financial Services
Oregon
$568K -$90.2K -1,783 -14%
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$558K +$299K +5,921 +116%
MWM
275
Mascoma Wealth Management
New Hampshire
$555K +$11.9K +235 +2%