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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Mascoma Wealth Management
New Hampshire
$555K +$11.9K +235 +2%
FCBT
277
First Citizens Bank & Trust
North Carolina
$551K +$550K +10,874 New
HI
278
Harbour Investments
Wisconsin
$551K +$166K +3,289 +43%
IPA
279
Investment Planning Advisors
Georgia
$548K +$21K +415 +4%
BCI
280
Brinker Capital Investments
Pennsylvania
$545K +$244K +4,824 +81%
OPS
281
Orion Portfolio Solutions
Nebraska
$545K +$244K +4,824 +81%
CAC
282
Certified Advisory Corp
Florida
$538K -$84.6K -1,673 -14%
MPCA
283
Madison Park Capital Advisors
Washington
$517K +$515K +10,191 New
EH
284
Equitable Holdings
New York
$512K +$109K +2,165 +27%
Franklin Resources
285
Franklin Resources
California
$507K -$37.7K -745 -7%
MTC
286
Matrix Trust Company
Colorado
$496K -$464K -9,180 -48%
PA
287
Probity Advisors
Texas
$494K – – –
RW
288
REDW Wealth
New Mexico
$493K -$55.8K -1,104 -10%
PJSIMP
289
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K -$27.8K -550 -5%
PHIC
290
Pine Haven Investment Counsel
Massachusetts
$478K -$111K -2,195 -19%
NFG
291
Nations Financial Group
Iowa
$477K +$860 +17 +0.2%
AC
292
Applied Capital
Arkansas
$471K +$470K +9,293 New
SFS
293
Searcy Financial Services
Kansas
$469K -$24.1K -476 -5%
LIM
294
Leavell Investment Management
Alabama
$465K -$3.79K -75 -0.8%
QPWM
295
Quadrant Private Wealth Management
Pennsylvania
$458K -$2.53K -50 -0.6%
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
$458K +$457K +9,028 New
SWM
297
Seed Wealth Management
Illinois
$456K -$1.01M -20,000 -69%
CCA
298
Clearwater Capital Advisors
Illinois
$456K -$33K -653 -7%
CWM
299
Copia Wealth Management
Oregon
$453K – – –
NF
300
Nvest Financial
New Hampshire
$451K – – –