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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
Ahrens Investment Partners
Louisiana
$262K -$30.3K -600 -10%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$260K +$260K +5,150 New
CAM
303
Cresset Asset Management
Illinois
$252K -$209K -4,137 -45%
BRWA
304
B. Riley Wealth Advisors
Florida
$252K
PA
305
Pinnacle Associates
New York
$252K
PWMAG
306
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
KIG
307
Kowal Investment Group
Wisconsin
$250K +$303 +6 +0.1%
HFS
308
Haverford Financial Services
Pennsylvania
$249K
PGA
309
Portland Global Advisors
Maine
$249K
SPAS
310
Spectrum Planning & Advisory Services
California
$248K +$23.9K +474 +11%
Wells Fargo
311
Wells Fargo
California
$246K -$169K -3,352 -41%
IWM
312
IHT Wealth Management
Illinois
$236K +$50 +1 +0%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$234K +$234K +4,650 New
SWP
314
Stratos Wealth Partners
Ohio
$228K -$8.02K -159 -3%
MWM
315
MBE Wealth Management
Wisconsin
$227K -$7.41K -147 -3%
NEPPG
316
New England Professional Planning Group
Rhode Island
$223K -$37.3K -739 -14%
CWA
317
Clarity Wealth Advisors
California
$223K -$1.21K -24 -0.5%
IIA
318
Integral Investment Advisors
California
$222K +$222K +4,403 New
MFG
319
Merit Financial Group
Georgia
$216K +$216K +4,291 New
CAL
320
Capital Advisors Ltd
Ohio
$214K
RWA
321
Redhawk Wealth Advisors
Minnesota
$211K
FIM
322
Freedom Investment Management
Connecticut
$209K -$38K -754 -15%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$208K -$38.6K -765 -16%
KFP
324
KMG Fiduciary Partners
Ohio
$206K -$74.9K -1,485 -27%
BBW
325
Blue Barn Wealth
Utah
$205K