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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
301
Richard P. Slaughter Associates
Texas
$411K +$410K +8,097 New
EA
302
Emerald Advisors
Washington
$408K -$629K -12,430 -61%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$395K
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$389K +$162K +3,197 +72%
AIMC
305
Alley Investment Management Company
Illinois
$386K
SWM
306
Spire Wealth Management
Virginia
$386K +$4.4K +87 +1%
HI
307
Harbour Investments
Wisconsin
$383K +$14.7K +291 +4%
FZCM
308
Flynn Zito Capital Management
New York
$382K +$121K +2,385 +46%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$375K -$216K -4,274 -37%
PA
310
Pinnacle Associates
New York
$366K +$368K +7,273 New
FWA
311
FOCUS Wealth Advisors
Texas
$362K
RRA
312
Round Rock Advisors
Connecticut
$362K
EH
313
Equitable Holdings
New York
$356K -$253K -4,997 -42%
WLIM
314
White Lighthouse Investment Management
Massachusetts
$355K
CCM
315
Condor Capital Management
New Jersey
$354K +$5.06K +100 +1%
AIA
316
Accelerate Investment Advisors
California
$349K +$348K +6,874 New
COCM
317
Charter Oak Capital Management
New Hampshire
$348K
HCA
318
Heck Capital Advisors
Wisconsin
$345K +$95.4K +1,886 +38%
CPRC
319
Consolidated Portfolio Review Corp
New York
$342K -$150K -2,963 -31%
AWM
320
Accurate Wealth Management
Florida
$340K -$16.3K -322 -5%
EE
321
EWG Elevate
California
$338K +$1.87K +37 +0.6%
LCGC
322
Legacy Capital Group California
California
$335K +$76.1K +1,504 +30%
NFSG
323
Newbridge Financial Services Group
Florida
$334K +$25K +495 +8%
SAG
324
SageView Advisory Group
California
$324K +$323K +6,388 New
AF
325
Advisornet Financial
Minnesota
$324K -$10K -198 -3%