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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
301
Octavia Wealth Advisors
Ohio
$488K -$194K -3,829 -28%
CNBT
302
Canandaigua National Bank & Trust
New York
$487K -$118K -2,326 -20%
NFG
303
Nations Financial Group
Iowa
$478K +$1.36K +27 +0.3%
SFS
304
Searcy Financial Services
Kansas
$471K +$2.83K +56 +0.6%
AWM
305
AE Wealth Management
Kansas
$465K +$438K +8,656 +1,665%
OC
306
Oppenheimer & Co
New York
$464K +$180K +3,560 +64%
CWM
307
Copia Wealth Management
Oregon
$453K
WAM
308
WNY Asset Management
New York
$453K +$50.4K +997 +13%
NF
309
Nvest Financial
New Hampshire
$451K
SWM
310
Spire Wealth Management
Virginia
$442K +$53.3K +1,055 +14%
EE
311
EWG Elevate
California
$441K -$3.44K -68 -0.8%
AWM
312
Alterna Wealth Management
Texas
$440K
FA
313
Fortis Advisors
Pennsylvania
$438K +$4.96K +98 +1%
LIM
314
Leavell Investment Management
Alabama
$432K -$33.2K -657 -7%
SC
315
Scotia Capital
Ontario, Canada
$427K +$11.4K +225 +3%
PA
316
PFG Advisors
Arizona
$426K +$425K +8,400 New
AA
317
Argent Advisors
Louisiana
$424K +$80.4K +1,589 +23%
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$412K -$65.5K -1,296 -14%
SWM
319
Seed Wealth Management
Illinois
$406K -$50.6K -1,000 -11%
IPA
320
Investment Planning Advisors
Georgia
$404K -$143K -2,824 -26%
AAP
321
Arax Advisory Partners
Colorado
$400K -$19.2M -379,470 -98%
CCA
322
Clearwater Capital Advisors
Illinois
$395K -$60.4K -1,194 -13%
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$395K
LEFP
324
Leading Edge Financial Planning
Tennessee
$390K -$51.2K -1,012 -12%
HCA
325
Heck Capital Advisors
Wisconsin
$387K +$93.3K +1,846 +32%