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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
326
Raab & Moskowitz Asset Management
New Jersey
$429K -$51K -1,021 -11%
LEFP
327
Leading Edge Financial Planning
Tennessee
$419K +$418K +8,371 New
Ameriprise
328
Ameriprise
Minnesota
$413K +$412K +8,251 New
BBW
329
Blue Barn Wealth
Utah
$411K +$410K +8,206 New
SG
330
Stonnington Group
California
$404K -$694K -13,885 -63%
IIA
331
Integral Investment Advisors
California
$403K -$30.7K -615 -7%
CW
332
CreativeOne Wealth
Kansas
$399K +$77.7K +1,555 +24%
HAG
333
HF Advisory Group
Maryland
$392K +$392K +7,843 New
CWA
334
Clarity Wealth Advisors
California
$392K +$1.85K +37 +0.5%
GCAC
335
Guardian Capital Advisors (Canada)
Ontario, Canada
$391K -$34.8K -697 -8%
M&T Bank
336
M&T Bank
New York
$385K
AFP
337
Ausdal Financial Partners
Iowa
$380K +$380K +7,599 New
CFP
338
Catalyst Financial Partners
Massachusetts
$376K +$375K +7,505 New
SC
339
Savant Capital
Illinois
$372K +$23.7M +475,147 New
RRA
340
Round Rock Advisors
Connecticut
$369K -$12K -240 -3%
SFP
341
Sandbox Financial Partners
Maryland
$367K -$85.3K -1,706 -19%
LG
342
LaFleur & Godfrey
Michigan
$366K -$88.7K -1,775 -20%
CCFM
343
Clear Creek Financial Management
Washington
$354K -$469K -9,379 -57%
CA
344
CGN Advisors
Kansas
$354K +$96.2K +1,925 +37%
GWM
345
GoalFusion Wealth Management
Texas
$354K -$260K -5,200 -43%
SCA
346
Snowden Capital Advisors
New York
$350K +$76.1K +1,522 +28%
MCM
347
MV Capital Management
Maryland
$348K -$33.7M -673,890 -99%
WLIM
348
White Lighthouse Investment Management
Massachusetts
$345K +$20K +400 +6%
HSA
349
HBK Sorce Advisory
Pennsylvania
$338K +$338K +6,760 New
GRP
350
Global Retirement Partners
California
$332K +$170K +3,402 +105%