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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
326
Sandbox Financial Partners
Maryland
$270K +$24.2K +481 +10%
VVP
327
Venture Visionary Partners
Ohio
$264K -$502 -10 -0.2%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$263K
MFS
329
Madrona Financial Services
Washington
$262K -$79.6K -1,585 -23%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$261K +$261K +5,198 New
SWM
331
SeaCrest Wealth Management
New York
$252K -$15.1K -300 -6%
BCI
332
Brinker Capital Investments
Pennsylvania
$251K -$860K -17,127 -77%
OPS
333
Orion Portfolio Solutions
Nebraska
$251K -$860K -17,127 -77%
SAM
334
Strategy Asset Managers
California
$250K +$250K +4,973 New
VCM
335
Virtue Capital Management
Tennessee
$250K
SI
336
Stephens Inc
Arkansas
$250K -$336K -6,698 -57%
DC
337
Davenport & Co
Virginia
$243K +$1.25K +25 +0.5%
MWM
338
Meridian Wealth Management
Kentucky
$239K +$4.62K +92 +2%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$236K
GCAC
340
Guardian Capital Advisors (Canada)
Ontario, Canada
$231K +$25.1K +500 +12%
LWM
341
LJI Wealth Management
Indiana
$227K
RWP
342
RWA Wealth Partners
Massachusetts
$222K +$221K +4,410 New
OPOWM
343
One Plus One Wealth Management
Florida
$216K -$386K -7,689 -64%
SC
344
Scotia Capital
Ontario, Canada
$216K
SPAS
345
Spectrum Planning & Advisory Services
California
$214K +$100 +2 +0%
AA
346
Argent Advisors
Louisiana
$213K +$212K +4,232 New
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$207K
FAM
348
Formidable Asset Management
Ohio
$206K -$20.1K -400 -9%
YIA
349
YHB Investment Advisors
Connecticut
$204K -$178K -3,550 -47%
Betterment LLC
350
Betterment LLC
New York
$203K +$202K +4,029 New