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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
326
White Lighthouse Investment Management
Massachusetts
$325K
CW
327
CreativeOne Wealth
Kansas
$321K +$71.8K +1,435 +29%
RWA
328
RGT Wealth Advisors
Texas
$320K -$75.1K -1,500 -19%
PG
329
Proffitt & Goodson
Tennessee
$317K -$1.04M -20,854 -77%
HWM
330
Howard Wealth Management
Connecticut
$315K +$316K +6,308 New
BCA
331
Bay Colony Advisors
Massachusetts
$312K -$7.16K -143 -2%
RF
332
RHS Financial
California
$312K -$2.1K -42 -0.7%
BRC
333
Bell Rock Capital
Delaware
$312K +$312K +6,230 New
PCA
334
Personal Capital Advisors
California
$305K
TC
335
Telemus Capital
Michigan
$301K
BWP
336
BSW Wealth Partners
Colorado
$300K -$85.1K -1,701 -22%
VVP
337
Venture Visionary Partners
Ohio
$297K
VAS
338
Valicenti Advisory Services
New York
$293K -$1.13M -22,577 -79%
MWM
339
Modera Wealth Management
New Jersey
$293K
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$283K -$601K -12,015 -68%
HWA
341
Heritage Wealth Advisors
Virginia
$275K
SCA
342
Snowden Capital Advisors
New York
$273K +$274K +5,470 New
MHR
343
Matthew Hamilton Rosenberg
$267K
MFS
344
Madrona Financial Services
Washington
$260K
SAG
345
Spotlight Asset Group
Illinois
$260K +$260K +5,203 New
CWA
346
Capital Wealth Alliance
Arizona
$260K +$261K +5,213 New
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$258K
DC
348
Davenport & Co
Virginia
$257K +$450 +9 +0.2%
CA
349
CGN Advisors
Kansas
$257K +$258K +5,148 New
SWM
350
Spire Wealth Management
Virginia
$255K -$220K -4,403 -46%