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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
276
James J. Burns & Company
New York
$628K +$628K +12,552 New
FP
277
Financial Perspectives
Minnesota
$626K +$626K +12,509 New
GWM
278
GoalFusion Wealth Management
Texas
$612K +$212K +4,235 +53%
CFA
279
Capstone Financial Advisors
Illinois
$607K -$531K -10,604 -47%
CPW
280
Catalyst Private Wealth
California
$600K – – –
DADC
281
D.A. Davidson & Co
Montana
$599K -$25K -500 -4%
PCFFS
282
Pacific Center for Financial Services
California
$599K +$14.5K +289 +2%
AP
283
Americana Partners
Texas
$590K -$17.9K -357 -3%
AP
284
Appleton Partners
Massachusetts
$574K -$100K -2,000 -15%
RBFC
285
Roman Butler Fullerton & Co
Missouri
$569K +$570K +11,400 New
OIA
286
OneDigital Investment Advisors
Kansas
$550K -$189K -3,780 -26%
OPS
287
Orion Portfolio Solutions
Nebraska
$547K +$1.95K +39 +0.4%
SFS
288
Searcy Financial Services
Kansas
$547K +$23.6K +472 +5%
AWM
289
Apollon Wealth Management
South Carolina
$546K +$546K +10,922 New
BCI
290
Brinker Capital Investments
Pennsylvania
$524K +$200 +4 +0%
CFC
291
Coyle Financial Counsel
Illinois
$522K -$12.9K -258 -2%
GF
292
Gries Financial
Ohio
$514K +$514K +10,270 New
Creative Planning
293
Creative Planning
Kansas
$509K +$196K +3,921 +63%
William Blair & Company
294
William Blair & Company
Illinois
$497K -$1.56M -31,184 -76%
TCMP
295
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$199K -3,977 -29%
WFA
296
Wipfli Financial Advisors
Wisconsin
$487K +$118K +2,349 +32%
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$479K +$164K +3,277 +52%
ACM
298
Advisors Capital Management
New Jersey
$473K -$42.7K -854 -8%
SPIA
299
Steward Partners Investment Advisory
New York
$469K -$228K -4,558 -33%
GAM
300
Gould Asset Management
California
$467K +$1.1K +22 +0.2%