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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
301
M Holdings Securities
Oregon
$460K -$69.2K -1,383 -13%
LG
302
LaFleur & Godfrey
Michigan
$454K -$5K -100 -1%
SFP
303
Sandbox Financial Partners
Maryland
$452K +$20.2K +403 +5%
BCM
304
Boltwood Capital Management
California
$449K +$239K +4,775 +114%
CMP
305
Courage Miller Partners
Virginia
$445K – – –
GW
306
GW & Wade
Massachusetts
$443K – – –
C
307
Certuity
Florida
$441K -$442K -8,833 -50%
SFG
308
Sunburst Financial Group
Alabama
$440K -$55.9K -1,117 -11%
Cerity Partners
309
Cerity Partners
New York
$437K -$4.88M -97,582 -92%
IIA
310
Integral Investment Advisors
California
$433K -$650 -13 -0.1%
AWM
311
Alterna Wealth Management
Texas
$433K – – –
PHIC
312
Pine Haven Investment Counsel
Massachusetts
$431K -$12.5K -250 -3%
OPOWM
313
One Plus One Wealth Management
Florida
$426K -$96.8K -1,935 -19%
GCAC
314
Guardian Capital Advisors (Canada)
Ontario, Canada
$424K – – –
BEI
315
Benjamin Edwards Inc
Missouri
$413K -$15.3K -305 -4%
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$407K +$23K +459 +6%
DAS
317
Dynamic Advisor Solutions
Arizona
$393K +$148K +2,950 +60%
CWA
318
Clarity Wealth Advisors
California
$389K +$700 +14 +0.2%
PIA
319
Pinion Investment Advisors
Kansas
$388K +$389K +7,767 New
M&T Bank
320
M&T Bank
New York
$385K +$385K +7,693 New
RRA
321
Round Rock Advisors
Connecticut
$381K – – –
COCM
322
Charter Oak Capital Management
New Hampshire
$373K +$338K +6,751 +964%
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$951 +19 +0.3%
WP
324
WealthShield Partners
North Carolina
$350K -$2.4K -48 -0.7%
LHEI
325
Leo H. Evart Inc
California
$337K -$1.7M -33,952 -83%