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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
326
Madrona Financial Services
Washington
$341K +$79.5K +1,585 +30%
OL
327
Optas LLC
Texas
$338K +$337K +6,725 New
CFA
328
Compass Financial Advisors
Indiana
$332K – – –
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$328K +$56.3K +1,123 +21%
CA
330
CGN Advisors
Kansas
$327K -$28.1K -560 -8%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$327K +$218K +4,336 +199%
WLIM
332
White Lighthouse Investment Management
Massachusetts
$327K -$20.1K -400 -6%
Empower Advisory Group
333
Empower Advisory Group
Colorado
$322K +$323K +6,431 New
CG
334
Colony Group
Massachusetts
$309K -$670K -13,348 -68%
SFG
335
Sunburst Financial Group
Alabama
$306K -$12K -240 -4%
TC
336
Telemus Capital
Michigan
$303K – – –
BWP
337
BSW Wealth Partners
Colorado
$302K – – –
AFA
338
Arlington Financial Advisors
California
$301K +$300K +5,986 New
HSWM
339
Hubbell Strickland Wealth Management
Louisiana
$298K +$652 +13 +0.2%
EWA
340
EP Wealth Advisors
California
$279K +$709K +14,126 New
CPSAC
341
Chas P. Smith & Associates (CPS)
Florida
$275K +$275K +5,473 New
LG
342
LaFleur & Godfrey
Michigan
$271K -$96.6K -1,925 -26%
SWM
343
SeaCrest Wealth Management
New York
$267K -$176K -3,500 -40%
VVP
344
Venture Visionary Partners
Ohio
$264K -$34.6K -690 -12%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$263K – – –
SAG
346
Spotlight Asset Group
Illinois
$260K +$261K +5,203 New
PA
347
PFG Advisors
Arizona
$259K -$549K -10,936 -68%
AG
348
Ascent Group
Virginia
$255K -$39.7K -791 -13%
PG
349
Proffitt & Goodson
Tennessee
$252K +$24.3K +484 +11%
VCM
350
Virtue Capital Management
Tennessee
$251K – – –