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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
MBE Wealth Management
Wisconsin
$499K +$498K +9,841 New
OWA
302
Octavia Wealth Advisors
Ohio
$488K -$194K -3,829 -28%
CNBT
303
Canandaigua National Bank & Trust
New York
$487K -$118K -2,326 -20%
NFG
304
Nations Financial Group
Iowa
$478K +$1.36K +27 +0.3%
SFS
305
Searcy Financial Services
Kansas
$471K +$2.83K +56 +0.6%
AWM
306
AE Wealth Management
Kansas
$465K +$438K +8,656 +1,665%
OC
307
Oppenheimer & Co
New York
$464K +$180K +3,560 +64%
CWM
308
Copia Wealth Management
Oregon
$453K – – –
WAM
309
WNY Asset Management
New York
$453K +$50.4K +997 +13%
NF
310
Nvest Financial
New Hampshire
$451K – – –
SWM
311
Spire Wealth Management
Virginia
$442K +$53.3K +1,055 +14%
EE
312
EWG Elevate
California
$441K -$3.44K -68 -0.8%
AWM
313
Alterna Wealth Management
Texas
$440K – – –
FA
314
Fortis Advisors
Pennsylvania
$438K +$4.96K +98 +1%
LIM
315
Leavell Investment Management
Alabama
$432K -$33.2K -657 -7%
SC
316
Scotia Capital
Ontario, Canada
$427K +$11.4K +225 +3%
PA
317
PFG Advisors
Arizona
$426K +$425K +8,400 New
AA
318
Argent Advisors
Louisiana
$424K +$80.4K +1,589 +23%
PHIC
319
Pine Haven Investment Counsel
Massachusetts
$412K -$65.5K -1,296 -14%
SWM
320
Seed Wealth Management
Illinois
$406K -$50.6K -1,000 -11%
IPA
321
Investment Planning Advisors
Georgia
$404K -$143K -2,824 -26%
AAP
322
Arax Advisory Partners
Colorado
$400K -$19.2M -379,470 -98%
CCA
323
Clearwater Capital Advisors
Illinois
$395K -$60.4K -1,194 -13%
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$395K – – –
LEFP
325
Leading Edge Financial Planning
Tennessee
$390K -$51.2K -1,012 -12%