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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LG
301
LaFleur & Godfrey
Michigan
$454K -$5K -100 -1%
SFP
302
Sandbox Financial Partners
Maryland
$452K +$20.2K +403 +5%
BCM
303
Boltwood Capital Management
California
$449K +$239K +4,775 +114%
CMP
304
Courage Miller Partners
Virginia
$445K
GW
305
GW & Wade
Massachusetts
$443K
C
306
Certuity
Florida
$441K -$442K -8,833 -50%
SFG
307
Sunburst Financial Group
Alabama
$440K -$55.9K -1,117 -11%
Cerity Partners
308
Cerity Partners
New York
$437K -$4.88M -97,582 -92%
IIA
309
Integral Investment Advisors
California
$433K -$650 -13 -0.1%
AWM
310
Alterna Wealth Management
Texas
$433K
PHIC
311
Pine Haven Investment Counsel
Massachusetts
$431K -$12.5K -250 -3%
OPOWM
312
One Plus One Wealth Management
Florida
$426K -$96.8K -1,935 -19%
GCAC
313
Guardian Capital Advisors (Canada)
Ontario, Canada
$424K
BEI
314
Benjamin Edwards Inc
Missouri
$413K -$15.3K -305 -4%
BTWM
315
Baker Tilly Wealth Management
Wisconsin
$407K +$23K +459 +6%
DAS
316
Dynamic Advisor Solutions
Arizona
$393K +$148K +2,950 +60%
CWA
317
Clarity Wealth Advisors
California
$389K +$700 +14 +0.2%
PIA
318
Pinion Investment Advisors
Kansas
$388K +$389K +7,767 New
M&T Bank
319
M&T Bank
New York
$385K +$385K +7,693 New
RRA
320
Round Rock Advisors
Connecticut
$381K
COCM
321
Charter Oak Capital Management
New Hampshire
$373K +$338K +6,751 +964%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$951 +19 +0.3%
WP
323
WealthShield Partners
North Carolina
$350K -$2.4K -48 -0.7%
LHEI
324
Leo H. Evart Inc
California
$337K -$1.7M -33,952 -83%
CFA
325
Compass Financial Advisors
Indiana
$330K