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iShares Ultra Short Duration Bond Active ETF

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