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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
276
FOCUS Wealth Advisors
Texas
$520K -$5.3M -105,496 -91%
AWM
277
Accurate Wealth Management
Florida
$507K +$72.7K +1,446 +17%
SFS
278
Searcy Financial Services
Kansas
$504K -$4.97K -99 -1%
Franklin Resources
279
Franklin Resources
California
$504K +$503K +10,000 New
CFC
280
Coyle Financial Counsel
Illinois
$502K +$31K +616 +7%
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$502K -$413K -8,212 -45%
HAG
282
HF Advisory Group
Maryland
$490K +$20.1K +400 +4%
FCH
283
Freestone Capital Holdings
Washington
$489K -$1.01M -20,037 -67%
CPRC
284
Consolidated Portfolio Review Corp
New York
$489K
AC
285
Applied Capital
Arkansas
$478K -$132K -2,631 -22%
TC
286
TownSquare Capital
Utah
$477K +$65.3K +1,300 +16%
EWA
287
EP Wealth Advisors
California
$476K -$3.55M -70,660 -88%
GAM
288
Gould Asset Management
California
$474K +$3.52K +70 +0.7%
PIA
289
Perennial Investment Advisors
California
$473K +$4.88K +97 +1%
VCA
290
Verdence Capital Advisors
Maryland
$464K +$463K +9,209 New
SRC
291
Shufro Rose & Co
New York
$453K +$76.6K +1,525 +20%
Prudential Financial
292
Prudential Financial
New Jersey
$446K +$445K +8,853 New
AWM
293
Alterna Wealth Management
Texas
$437K
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$435K +$1.26K +25 +0.3%
FA
295
Fortis Advisors
Pennsylvania
$433K +$4.97K +99 +1%
Millennium Management
296
Millennium Management
New York
$427K +$426K +8,483 New
PFO
297
Pathstone Family Office
New Jersey
$425K
PIA
298
Pinion Investment Advisors
Kansas
$422K +$1.36K +27 +0.3%
SRC
299
Sage Rhino Capital
California
$421K -$2.77M -55,159 -87%
MSWM
300
McGlone Suttner Wealth Management
Wisconsin
$419K +$3.32K +66 +0.8%