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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
301
Roger Wittlin Investment Advisory
California
$486K -$58.5K -1,155 -11%
NFG
302
Nations Financial Group
Iowa
$480K +$1.42K +28 +0.3%
SEP
303
Southland Equity Partners
Missouri
$473K -$125K -2,471 -21%
WAM
304
WNY Asset Management
New York
$469K +$15.5K +306 +3%
SFS
305
Searcy Financial Services
Kansas
$465K -$6.48K -128 -1%
AWM
306
Avaii Wealth Management
Wisconsin
$460K -$134K -2,652 -23%
OC
307
Oppenheimer & Co
New York
$459K -$5.01K -99 -1%
Betterment LLC
308
Betterment LLC
New York
$458K +$167K +3,290 +57%
CAC
309
Certified Advisory Corp
Florida
$457K -$78.3K -1,546 -15%
CWM
310
Copia Wealth Management
Oregon
$453K – – –
NCM
311
New Capital Management
Texas
$453K -$54.3K -1,073 -11%
NF
312
Nvest Financial
New Hampshire
$452K – – –
SWM
313
Spire Wealth Management
Virginia
$446K +$2.84K +56 +0.6%
FA
314
Fortis Advisors
Pennsylvania
$443K +$5.22K +103 +1%
IPA
315
Investment Planning Advisors
Georgia
$443K +$37.8K +746 +9%
AWM
316
Alterna Wealth Management
Texas
$440K – – –
HCA
317
Heck Capital Advisors
Wisconsin
$431K +$44.2K +872 +11%
KWM
318
Kingsview Wealth Management
Oregon
$426K -$3.71M -73,356 -90%
LIM
319
Leavell Investment Management
Alabama
$424K -$8.46K -167 -2%
PHIC
320
Pine Haven Investment Counsel
Massachusetts
$413K – – –
SWM
321
Seed Wealth Management
Illinois
$406K – – –
VCM
322
Virtue Capital Management
Tennessee
$405K -$3.67M -72,436 -96%
SWP
323
Stratos Wealth Partners
Ohio
$405K +$404K +7,983 New
ACM
324
Alpha Capital Management
Texas
$404K +$172K +3,400 +75%
CA
325
Claro Advisors
Massachusetts
$401K +$400K +7,907 New