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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JBA
326
Johnson Bixby & Associates
Washington
$398K -$122K -2,403 -23%
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$395K – – –
MWM
328
Mascoma Wealth Management
New Hampshire
$395K -$161K -3,179 -29%
CCA
329
Clearwater Capital Advisors
Illinois
$394K -$1.67K -33 -0.4%
PA
330
PFG Advisors
Arizona
$394K -$32.4K -640 -8%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$388K +$71K +1,403 +22%
COCM
332
Charter Oak Capital Management
New Hampshire
$385K +$12.7K +250 +3%
EAM
333
Everstar Asset Management
North Carolina
$384K – – –
AIMC
334
Alley Investment Management Company
Illinois
$375K – – –
CCM
335
Condor Capital Management
New Jersey
$375K +$5.01K +99 +1%
SB
336
Strategic Blueprint
Georgia
$374K -$2.23K -44 -0.6%
CMP
337
Courage Miller Partners
Virginia
$373K – – –
William Blair & Company
338
William Blair & Company
Illinois
$373K +$101 +2 +0%
BWA
339
BlueChip Wealth Advisors
Georgia
$364K -$11.4K -225 -3%
WLIM
340
White Lighthouse Investment Management
Massachusetts
$355K – – –
OC
341
Oakworth Capital
Alabama
$355K +$354K +7,000 New
PAS
342
Professional Advisory Services
Florida
$348K +$348K +6,865 New
SC
343
Scotia Capital
Ontario, Canada
$346K -$80.8K -1,595 -19%
CPRC
344
Consolidated Portfolio Review Corp
New York
$342K – – –
GP
345
Guardian Partners
Canada
$341K – – –
HFS
346
Hopwood Financial Services
Virginia
$337K – – –
LCGC
347
Legacy Capital Group California
California
$337K +$152 +3 +0%
LEFP
348
Leading Edge Financial Planning
Tennessee
$335K -$55.6K -1,097 -14%
SCA
349
Snowden Capital Advisors
New York
$334K +$333K +6,574 New
QPWM
350
Quadrant Private Wealth Management
Pennsylvania
$326K -$2.68K -53 -0.8%