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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
301
White Lighthouse Investment Management
Massachusetts
$354K
CCM
302
Condor Capital Management
New Jersey
$347K -$267K -5,302 -44%
COCM
303
Charter Oak Capital Management
New Hampshire
$346K
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$342K -$42.2K -837 -11%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$340K +$42.4K +840 +14%
EE
306
EWG Elevate
California
$335K +$91K +1,804 +37%
HAG
307
HF Advisory Group
Maryland
$333K -$112K -2,214 -25%
AF
308
Advisornet Financial
Minnesota
$332K -$50.9K -1,010 -13%
IGGA
309
Iron Gate Global Advisors
Utah
$330K -$2.52K -50 -0.8%
AWM
310
AE Wealth Management
Kansas
$328K +$327K +6,492 New
Ameriprise
311
Ameriprise
Minnesota
$326K -$19.5K -387 -6%
Empower Advisory Group
312
Empower Advisory Group
Colorado
$316K +$7.06K +140 +2%
Comerica Bank
313
Comerica Bank
Texas
$315K -$1.92K -38 -0.6%
NFSG
314
Newbridge Financial Services Group
Florida
$308K +$21.2K +420 +7%
CCA
315
Clearwater Capital Advisors
Illinois
$305K -$39.5M -783,569 -99%
HSWM
316
Hubbell Strickland Wealth Management
Louisiana
$305K +$1.26K +25 +0.4%
BAM
317
Belpointe Asset Management
Nevada
$299K -$85.5K -1,695 -22%
AA
318
Argent Advisors
Louisiana
$298K +$30.1K +597 +11%
AWS
319
Aspen Wealth Strategies
Colorado
$275K -$48.2K -956 -15%
GCAC
320
Guardian Capital Advisors (Canada)
Ontario, Canada
$272K
ONSWM
321
Old North State Wealth Management
North Carolina
$265K +$265K +5,248 New
FZCM
322
Flynn Zito Capital Management
New York
$260K +$260K +5,152 New
LCGC
323
Legacy Capital Group California
California
$257K +$2.47K +49 +1%
RCG
324
Regatta Capital Group
California
$254K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$253K +$252K +5,000 New