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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
326
Comerica Bank
Texas
$308K +$307K +6,114 New
Empower Advisory Group
327
Empower Advisory Group
Colorado
$307K – – –
HSWM
328
Hubbell Strickland Wealth Management
Louisiana
$301K +$1.11K +22 +0.4%
TFA
329
TPG Financial Advisors
Oregon
$300K +$299K +5,953 New
GCAC
330
Guardian Capital Advisors (Canada)
Ontario, Canada
$292K +$60.3K +1,200 +26%
BIA
331
Bell Investment Advisors
California
$291K -$27.3M -543,974 -99%
VFIC
332
Valley Forge Investment Consultants
Pennsylvania
$276K -$381K -7,583 -58%
VVP
333
Venture Visionary Partners
Ohio
$264K – – –
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$263K – – –
NFSG
335
Newbridge Financial Services Group
Florida
$262K +$156K +3,110 +148%
SWM
336
SeaCrest Wealth Management
New York
$255K +$2.51K +50 +1%
SI
337
Stephens Inc
Arkansas
$250K – – –
VCM
338
Virtue Capital Management
Tennessee
$250K – – –
DC
339
Davenport & Co
Virginia
$245K +$1.51K +30 +0.6%
QC
340
Quadrature Capital
United Kingdom
$241K +$240K +4,784 New
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$236K – – –
MWM
342
Meridian Wealth Management
Kentucky
$228K -$10.5K -209 -4%
NEPPG
343
New England Professional Planning Group
Rhode Island
$228K +$25.9K +516 +13%
MFS
344
Madrona Financial Services
Washington
$224K -$38K -756 -15%
OPOWM
345
One Plus One Wealth Management
Florida
$216K – – –
SC
346
Scotia Capital
Ontario, Canada
$216K – – –
PAA
347
Peregrine Asset Advisers
Oregon
$215K +$215K +4,277 New
PG
348
Proffitt & Goodson
Tennessee
$212K +$24.5K +487 +13%
FAM
349
Formidable Asset Management
Ohio
$207K – – –
SPAS
350
Spectrum Planning & Advisory Services
California
$207K -$8.29K -165 -4%