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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
326
Total Clarity Wealth Management
Illinois
$3K +$2.53K +50 New
HI
327
Human Investing
Oregon
$1K +$909 +18 New
IAS
328
IMA Advisory Services
Colorado
$1K +$960 +19 New
GI
329
Gradient Investments
Minnesota
$1K +$1.21K +24 New
SPIA
330
Steward Partners Investment Advisory
New York
$960 -$363K -7,194 -100%
CCA
331
Clearwater Capital Advisors
Illinois
– -$35.5M -701,791 Closed
CI
332
CX Institutional
Indiana
– -$3.41M -67,500 Closed
SS
333
Simplicity Solutions
Minnesota
– -$3.17M -62,792 Closed
OMC
334
Old Mission Capital
Illinois
– -$1.14M -22,477 Closed
BWM
335
Benchmark Wealth Management
Connecticut
– -$500K -9,900 Closed
WC
336
Whitney & Co
New York
– -$444K -8,777 Closed
KA
337
Kovack Advisors
Florida
– -$325K -6,430 Closed
FTUS
338
Flow Traders U.S.
New York
– -$297K -5,878 Closed
SL
339
Systelligence LLC
Minnesota
– -$291K -5,768 Closed
AP
340
Appleton Partners
Massachusetts
– -$267K -5,285 Closed
VWA
341
Visionary Wealth Advisors
Illinois
– -$253K -4,999 Closed
Creative Planning
342
Creative Planning
Kansas
– -$251K -4,959 Closed
SG
343
StoneX Group
New York
– -$232K -4,597 Closed
DP
344
Dearborn Partners
Illinois
– -$221K -4,380 Closed
ONST
345
Old North State Trust
North Carolina
– -$212K -4,195 Closed
CBFP
346
Cedar Brook Financial Partners
Ohio
– -$203K -4,024 Closed
BWA
347
BDO Wealth Advisors
Florida
– -$178K -3,530 Closed
FA
348
Faithward Advisors
Pennsylvania
– -$165K -3,266 Closed
FP
349
Financial Perspectives
Minnesota
– -$150K -2,976 Closed
MWC
350
MBM Wealth Consultants
Missouri
– -$50K -985 Closed