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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EE
301
EWG Elevate
California
$444K +$53.5K +1,058 +14%
LEFP
302
Leading Edge Financial Planning
Tennessee
$441K -$12.4K -246 -3%
AWM
303
Alterna Wealth Management
Texas
$439K – – –
CMP
304
Courage Miller Partners
Virginia
$438K -$331K -6,555 -43%
FA
305
Fortis Advisors
Pennsylvania
$432K +$3.24K +64 +0.8%
William Blair & Company
306
William Blair & Company
Illinois
$423K +$51 +1 +0%
MCM
307
MAI Capital Management
Ohio
$418K -$36K -711 -8%
SC
308
Scotia Capital
Ontario, Canada
$416K -$938K -18,543 -69%
WANY
309
Wealthspire Advisors (New York)
New York
$414K -$220K -4,356 -35%
SB
310
Strategic Blueprint
Georgia
$405K -$40.6K -803 -9%
WAM
311
WNY Asset Management
New York
$402K – – –
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$395K – – –
BAAM
313
Baker Avenue Asset Management
California
$391K -$62K -1,226 -14%
SWM
314
Spire Wealth Management
Virginia
$389K +$961 +19 +0.2%
NAS
315
NWF Advisory Services
California
$387K -$21.3K -422 -5%
Ameriprise
316
Ameriprise
Minnesota
$385K +$31.1K +615 +9%
AIMC
317
Alley Investment Management Company
Illinois
$385K – – –
EAM
318
Everstar Asset Management
North Carolina
$384K -$75.8K -1,500 -17%
DAS
319
Dynamic Advisor Solutions
Arizona
$376K +$375K +7,420 New
NAS
320
Nicolet Advisory Services
Wisconsin
$373K +$80.5K +1,592 +27%
SAM
321
Smartleaf Asset Management
Massachusetts
$370K +$369K +7,302 New
CCM
322
Condor Capital Management
New Jersey
$366K +$2.63K +52 +0.7%
VCM
323
Violich Capital Management
California
$358K – – –
WLIM
324
White Lighthouse Investment Management
Massachusetts
$355K – – –
COCM
325
Charter Oak Capital Management
New Hampshire
$347K – – –