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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
301
Davenport & Co
Virginia
$257K +$258K +5,130 New
PA
302
Pinnacle Associates
New York
$252K +$1.66K +33 +0.7%
PWMAG
303
Pinnacle Wealth Management Advisory Group
New Jersey
$252K +$1.66K +33 +0.7%
RFN
304
Redwood Financial Network
Ohio
$252K +$252K +5,021 New
CAM
305
Cresset Asset Management
Illinois
$251K
VCM
306
Virtue Capital Management
Tennessee
$250K +$251K +4,988 New
KIG
307
Kowal Investment Group
Wisconsin
$249K +$151 +3 +0.1%
PGA
308
Portland Global Advisors
Maine
$248K
MHR
309
Matthew Hamilton Rosenberg
$247K +$84.8K +1,687 +52%
FIM
310
Freedom Investment Management
Connecticut
$246K +$37.7K +750 +18%
SSCA
311
South Shore Capital Advisors
Massachusetts
$241K -$189K -3,764 -44%
BTWM
312
Baker Tilly Wealth Management
Wisconsin
$235K -$724K -14,394 -75%
IWM
313
IHT Wealth Management
Illinois
$232K -$3.07K -61 -1%
Wells Fargo
314
Wells Fargo
California
$231K -$13.7K -273 -6%
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$231K +$231K +4,605 New
SPAS
316
Spectrum Planning & Advisory Services
California
$229K -$18K -358 -7%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$229K +$229K +4,559 New
FPAS
318
Focus Partners Advisor Solutions
Missouri
$224K -$1.09M -21,612 -83%
CWA
319
Clarity Wealth Advisors
California
$222K
NEPPG
320
New England Professional Planning Group
Rhode Island
$221K
AIP
321
Ahrens Investment Partners
Louisiana
$211K -$50.3K -1,000 -19%
RWA
322
Redhawk Wealth Advisors
Minnesota
$210K
TWM
323
Tradition Wealth Management
Minnesota
$206K -$187K -3,717 -47%
KFP
324
KMG Fiduciary Partners
Ohio
$205K +$101 +2 +0%
BBW
325
Blue Barn Wealth
Utah
$204K