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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBFG
326
Gerald Baker Financial Group
Texas
$617K +$63.8K +1,262 +12%
DWM
327
Diversify Wealth Management
Utah
$613K -$1.21K -24 -0.2%
DAS
328
Diversify Advisory Services
Utah
$613K +$614K +12,146 New
PG
329
Patten Group
Tennessee
$602K +$138K +2,723 +30%
KIM
330
Kurv Investment Management
California
$599K +$598K +11,840 New
CAL
331
Capital Advisors Ltd
Ohio
$597K -$104K -2,064 -15%
MSWMA
332
Market Street Wealth Management Advisors
Indiana
$594K +$2.32K +46 +0.4%
TFG
333
Tilson Financial Group
New Jersey
$589K – – –
IA
334
Inspire Advisors
Idaho
$587K -$2.43K -48 -0.4%
DSC
335
Daytona Street Capital
Missouri
$587K +$98.2K +1,944 +20%
PA
336
Prossimo Advisors
California
$573K – – –
MCA
337
Maryland Capital Advisors
Maryland
$569K +$568K +11,250 New
PJSIMP
338
P.J. Schmidt Investment Management (PJS)
Wisconsin
$562K – – –
IIC
339
Integrated Investment Consultants
Michigan
$560K -$121K -2,390 -18%
CNBT
340
Canandaigua National Bank & Trust
New York
$560K +$559K +11,065 New
SEP
341
Southland Equity Partners
Missouri
$525K +$105K +2,078 +25%
CCA
342
Clearwater Capital Advisors
Illinois
$525K – – –
AWM
343
Aprio Wealth Management
Georgia
$521K -$1.16K -23 -0.2%
WP
344
Wealthspan Partners
Iowa
$520K +$2.43K +48 +0.5%
IPA
345
Investment Planning Advisors
Georgia
$511K -$182K -3,601 -26%
HCP
346
Hexagon Capital Partners
Arkansas
$506K -$1.87K -37 -0.4%
Franklin Resources
347
Franklin Resources
California
$506K – – –
PWA
348
Physician Wealth Advisors
Utah
$504K -$1.62K -32 -0.3%
LP
349
LGL Partners
Pennsylvania
$503K +$502K +9,939 New
AC
350
Applied Capital
Arkansas
$498K -$4.7K -93 -0.9%