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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$366K +7,273 New
KNFPWM
327
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$364K +$364K +7,229 New
RRA
328
Round Rock Advisors
Connecticut
$363K
YIA
329
YHB Investment Advisors
Connecticut
$360K +$360K +7,158 New
FWA
330
FOCUS Wealth Advisors
Texas
$359K -$160K -3,177 -31%
WLIM
331
White Lighthouse Investment Management
Massachusetts
$353K +$25.2K +500 +8%
JJBC
332
James J. Burns & Company
New York
$350K +$350K +6,950 New
PIA
333
Perennial Investment Advisors
California
$347K -$126K -2,500 -27%
COCM
334
Charter Oak Capital Management
New Hampshire
$345K
KFGK
335
Keystone Financial Group (Kentucky)
Kentucky
$341K -$13.8K -275 -4%
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$332K +$4.83K +96 +1%
Truist Financial
337
Truist Financial
North Carolina
$326K +$325K +6,467 New
AWS
338
Aspen Wealth Strategies
Colorado
$322K +$2.06K +41 +0.6%
PCFFS
339
Pacific Center for Financial Services
California
$312K -$55K -1,094 -15%
RW
340
Regimen Wealth
Georgia
$311K +$310K +6,170 New
Empower Advisory Group
341
Empower Advisory Group
Colorado
$307K
HSWM
342
Hubbell Strickland Wealth Management
Louisiana
$302K +$1.61K +32 +0.5%
NFSG
343
Newbridge Financial Services Group
Florida
$302K +$39.2K +780 +15%
MCM
344
MV Capital Management
Maryland
$299K -$67.2K -1,336 -18%
BIA
345
Bell Investment Advisors
California
$294K +$2.52K +50 +0.9%
LGA
346
Lebenthal Global Advisors
New York
$292K -$2.78M -55,179 -90%
CGL
347
Clarius Group LLC
Washington
$280K -$310K -6,169 -53%
GCAC
348
Guardian Capital Advisors (Canada)
Ontario, Canada
$277K -$15.1K -300 -5%
TFA
349
TPG Financial Advisors
Oregon
$273K -$26.7K -530 -9%
OL
350
Optas LLC
Texas
$263K -$50.3K -1,000 -16%