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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Nations Financial Group
Iowa
$474K -$163K -3,224 -26%
LIM
302
Leavell Investment Management
Alabama
$466K +$2.98K +59 +0.6%
CL
303
Choreo LLC
Illinois
$463K -$8.95K -177 -2%
DWA
304
Davis Wealth Advisors
New Hampshire
$459K +$460K +9,104 New
QPWM
305
Quadrant Private Wealth Management
Pennsylvania
$458K -$3.23K -64 -0.7%
EAM
306
Everstar Asset Management
North Carolina
$458K -$25.3K -500 -5%
MCM
307
MAI Capital Management
Ohio
$451K +$452K +8,953 New
LEFP
308
Leading Edge Financial Planning
Tennessee
$451K -$207K -4,089 -31%
NIA
309
NIA Impact Advisors
California
$451K – – –
BAAM
310
Baker Avenue Asset Management
California
$451K +$452K +8,935 New
CWM
311
Copia Wealth Management
Oregon
$451K +$452K +8,935 New
NF
312
Nvest Financial
New Hampshire
$449K +$450K +8,900 New
SB
313
Strategic Blueprint
Georgia
$443K -$32.7K -647 -7%
AWM
314
Alterna Wealth Management
Texas
$437K – – –
SWM
315
Sugarloaf Wealth Management
Georgia
$436K +$151K +2,989 +53%
FA
316
Fortis Advisors
Pennsylvania
$427K +$7.13K +141 +2%
William Blair & Company
317
William Blair & Company
Illinois
$421K -$10K -198 -2%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$420K +$10.3K +203 +2%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$417K -$5.25M -103,976 -93%
NAS
320
NWF Advisory Services
California
$406K +$407K +8,053 New
AIA
321
Accelerate Investment Advisors
California
$405K +$58.5K +1,158 +17%
WAM
322
WNY Asset Management
New York
$400K -$174K -3,449 -30%
EH
323
Equitable Holdings
New York
$400K +$45.7K +904 +13%
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$393K – – –
EE
325
EWG Elevate
California
$388K +$52.8K +1,044 +16%