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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$601K -$1.31M -26,070 -69%
WCP
277
Wick Capital Partners
Pennsylvania
$598K +$597K +11,900 New
EH
278
Equitable Holdings
New York
$590K -$15.8K -315 -3%
NL
279
NWAM LLC
Washington
$589K -$61.4K -1,224 -9%
Wells Fargo
280
Wells Fargo
California
$589K +$286K +5,696 +95%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$589K +$37.9K +755 +7%
SI
282
Stephens Inc
Arkansas
$586K -$1.51M -30,051 -72%
PA
283
Prossimo Advisors
California
$569K -$500K -9,965 -47%
AWM
284
Apollon Wealth Management
South Carolina
$567K +$29.4K +587 +5%
TFG
285
Tilson Financial Group
New Jersey
$566K – – –
AC
286
AlphaCore Capital
California
$566K +$565K +11,259 New
SFS
287
Searcy Financial Services
Kansas
$559K +$29.7K +593 +6%
AC
288
Applied Capital
Arkansas
$559K -$217K -4,317 -28%
RPGK
289
Retirement Planning Group (Kansas)
Kansas
$557K -$12.5K -249 -2%
MFG
290
Merit Financial Group
Georgia
$536K -$18.6K -370 -3%
NCM
291
New Capital Management
Texas
$536K +$97.5K +1,943 +22%
AWM
292
Accurate Wealth Management
Florida
$531K +$531K +10,591 New
FPCP
293
Fort Point Capital Partners
California
$523K +$522K +10,412 New
NGA
294
Naples Global Advisors
Florida
$523K -$1.43M -28,560 -73%
Creative Planning
295
Creative Planning
Kansas
$519K -$160K -3,199 -24%
CAC
296
Certified Advisory Corp
Florida
$515K +$514K +10,248 New
MSWM
297
McGlone Suttner Wealth Management
Wisconsin
$513K -$484K -9,649 -49%
PHIC
298
Pine Haven Investment Counsel
Massachusetts
$505K -$62K -1,235 -11%
SSWM
299
Smith Salley Wealth Management
North Carolina
$502K -$3.72M -74,104 -88%
AWS
300
Aspen Wealth Strategies
Colorado
$484K +$11.6K +231 +2%