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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$677K +$167K +3,346 +33%
SEP
277
Southland Equity Partners
Missouri
$662K -$1.1M -22,034 -62%
VFIC
278
Valley Forge Investment Consultants
Pennsylvania
$661K -$3K -60 -0.5%
CFA
279
Capstone Financial Advisors
Illinois
$661K +$54.3K +1,087 +9%
BWP
280
Balboa Wealth Partners
Arizona
$657K +$6K +120 +0.9%
CGL
281
Clarius Group LLC
Washington
$656K -$3.8M -76,101 -85%
NL
282
NWAM LLC
Washington
$648K +$6.15K +123 +1%
MWM
283
Maltin Wealth Management
New Jersey
$647K -$207K -4,141 -24%
EP
284
Eudaimonia Partners
Tennessee
$643K +$642K +12,852 New
BPA
285
Beacon Pointe Advisors
California
$633K -$309K -6,181 -33%
KNFPWM
286
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$629K +$628K +12,570 New
KFGK
287
Keystone Financial Group (Kentucky)
Kentucky
$619K -$68.8K -1,376 -10%
YIA
288
YHB Investment Advisors
Connecticut
$605K -$805K -16,109 -57%
EH
289
Equitable Holdings
New York
$604K +$603K +12,064 New
HCC
290
Hirtle Callaghan & Co
Pennsylvania
$601K -$1.4M -28,050 -70%
RCM
291
Rain Capital Management
Oregon
$593K -$19.4M -388,603 -97%
RPGK
292
Retirement Planning Group (Kansas)
Kansas
$567K -$392K -7,850 -41%
PHIC
293
Pine Haven Investment Counsel
Massachusetts
$564K +$132K +2,650 +31%
TFG
294
Tilson Financial Group
New Jersey
$563K +$563K +11,259 New
RCAG
295
Rehmann Capital Advisory Group
Michigan
$562K -$498K -9,970 -47%
OPS
296
Orion Portfolio Solutions
Nebraska
$555K +$7.95K +159 +1%
AWE
297
Avidian Wealth Enterprises
Texas
$554K -$7.94M -158,989 -93%
MFG
298
Merit Financial Group
Georgia
$552K +$329K +6,587 +148%
PJSIMP
299
P.J. Schmidt Investment Management (PJS)
Wisconsin
$548K +$177K +3,545 +48%
BCI
300
Brinker Capital Investments
Pennsylvania
$536K +$11.2K +225 +2%