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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
276
Financial Perspectives
Minnesota
$626K +$626K +12,509 New
GWM
277
GoalFusion Wealth Management
Texas
$612K +$212K +4,235 +53%
CFA
278
Capstone Financial Advisors
Illinois
$607K -$531K -10,604 -47%
CPW
279
Catalyst Private Wealth
California
$600K
DADC
280
D.A. Davidson & Co
Montana
$599K -$25K -500 -4%
PCFFS
281
Pacific Center for Financial Services
California
$599K +$14.5K +289 +2%
AP
282
Americana Partners
Texas
$590K -$17.9K -357 -3%
AP
283
Appleton Partners
Massachusetts
$574K -$100K -2,000 -15%
RBFC
284
Roman Butler Fullerton & Co
Missouri
$569K +$570K +11,400 New
OIA
285
OneDigital Investment Advisors
Kansas
$550K -$189K -3,780 -26%
OPS
286
Orion Portfolio Solutions
Nebraska
$547K +$1.95K +39 +0.4%
SFS
287
Searcy Financial Services
Kansas
$547K +$23.6K +472 +5%
AWM
288
Apollon Wealth Management
South Carolina
$546K +$546K +10,922 New
BCI
289
Brinker Capital Investments
Pennsylvania
$524K +$200 +4 +0%
CFC
290
Coyle Financial Counsel
Illinois
$522K -$12.9K -258 -2%
GF
291
Gries Financial
Ohio
$514K +$514K +10,270 New
Creative Planning
292
Creative Planning
Kansas
$509K +$196K +3,921 +63%
William Blair & Company
293
William Blair & Company
Illinois
$497K -$1.56M -31,184 -76%
TCMP
294
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$199K -3,977 -29%
WFA
295
Wipfli Financial Advisors
Wisconsin
$487K +$118K +2,349 +32%
RMAM
296
Raab & Moskowitz Asset Management
New Jersey
$479K +$164K +3,277 +52%
ACM
297
Advisors Capital Management
New Jersey
$473K -$42.7K -854 -8%
SPIA
298
Steward Partners Investment Advisory
New York
$469K -$228K -4,558 -33%
GAM
299
Gould Asset Management
California
$467K +$1.1K +22 +0.2%
MHS
300
M Holdings Securities
Oregon
$460K -$69.2K -1,383 -13%