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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
GSB Wealth Management
Connecticut
$596K -$49.9K -985 -8%
TFG
302
Tilson Financial Group
New Jersey
$589K +$4.41K +87 +0.8%
MSWMA
303
Market Street Wealth Management Advisors
Indiana
$589K +$2.63K +52 +0.4%
AC
304
AlphaCore Capital
California
$579K -$6.12M -120,946 -91%
PA
305
Prossimo Advisors
California
$573K
HCP
306
Hexagon Capital Partners
Arkansas
$572K -$6.23K -123 -1%
MCA
307
Maryland Capital Advisors
Maryland
$569K
BAMG
308
Brand Asset Management Group
Missouri
$564K -$95.3K -1,881 -14%
AWM
309
Aprio Wealth Management
Georgia
$553K -$53.9K -1,064 -9%
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$545K
CNBT
311
Canandaigua National Bank & Trust
New York
$544K +$8.36K +165 +2%
TFGT
312
TS Financial Group (TSFG)
Illinois
$536K -$71K -1,403 -12%
SG
313
Sankala Group
Colorado
$534K +$533K +10,534 New
PWA
314
Physician Wealth Advisors
Utah
$521K -$83.2K -1,642 -14%
WP
315
Wealthspan Partners
Iowa
$518K -$15.2K -301 -3%
Franklin Resources
316
Franklin Resources
California
$506K
CFS
317
CGC Financial Services
Oregon
$496K -$120K -2,371 -19%
NFG
318
Nations Financial Group
Iowa
$480K +$1.72K +34 +0.4%
VP
319
Verum Partners
North Carolina
$477K -$26.3K -519 -5%
SWM
320
Spire Wealth Management
Virginia
$465K +$20.6K +406 +5%
DSC
321
Daytona Street Capital
Missouri
$465K +$465K +9,185 New
CAC
322
Certified Advisory Corp
Florida
$455K +$51 +1 +0%
CWM
323
Copia Wealth Management
Oregon
$452K
NF
324
Nvest Financial
New Hampshire
$450K
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$449K +$55.5K +1,095 +14%