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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$253K
LWAC
277
Laurel Wealth Advisors (California)
California
$252K +$252K +4,995 New
PGA
278
Portland Global Advisors
Maine
$250K
ACS
279
Archford Capital Strategies
Illinois
$245K -$439K -8,700 -64%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$237K
IWM
281
IHT Wealth Management
Illinois
$237K
HFS
282
Haverford Financial Services
Pennsylvania
$236K -$657 -13 -0.3%
CPIA
283
Cornell Pochily Investment Advisors
New York
$235K -$4.39K -87 -2%
SPAS
284
Spectrum Planning & Advisory Services
California
$232K -$3.38K -67 -1%
GRP
285
Global Retirement Partners
California
$229K +$125K +2,475 +120%
TWP
286
Tempus Wealth Planning
California
$229K +$229K +4,530 New
CWA
287
Clarity Wealth Advisors
California
$225K
PGAM
288
Princeton Global Asset Management
New Jersey
$223K +$223K +4,410 New
CAL
289
Capital Advisors Ltd
Ohio
$215K
RWA
290
Redhawk Wealth Advisors
Minnesota
$211K
GC
291
Gilbert & Cook
Iowa
$209K +$9.09K +180 +5%
PP
292
Patron Partners
Texas
$202K -$35.4K -700 -15%
EWM
293
Elmwood Wealth Management
California
$202K
BBA
294
BLB&B Advisors
Pennsylvania
$202K +$202K +3,999 New
FAM
295
Formidable Asset Management
Ohio
$200K
JP Morgan Chase
296
JP Morgan Chase
New York
$168K -$119K -2,358 -41%
William Blair & Company
297
William Blair & Company
Illinois
$151K
CFGS
298
Concourse Financial Group Securities
Alabama
$150K
HWA
299
HHM Wealth Advisors
Tennessee
$142K
DSC
300
Duncker Streett & Co
Missouri
$137K +$137K +2,710 New