We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBFG
326
Gerald Baker Financial Group
Texas
$554K +$554K +10,943 New
KWM
327
Kingsview Wealth Management
Oregon
$551K +$135K +2,666 +32%
AM
328
Atwater Malick
Pennsylvania
$545K +$545K +10,767 New
BAMG
329
Brand Asset Management Group
Missouri
$541K -$23.8K -470 -4%
NB
330
Nicolet Bankshares
Wisconsin
$526K +$528K +10,428 New
CCA
331
Clearwater Capital Advisors
Illinois
$525K +$132K +2,614 +34%
AWM
332
Aprio Wealth Management
Georgia
$523K -$31.2K -617 -6%
WP
333
Wealthspan Partners
Iowa
$518K -$101 -2 -0%
TFGT
334
TS Financial Group (TSFG)
Illinois
$514K -$22.2K -439 -4%
SG
335
Sankala Group
Colorado
$510K -$23.3K -460 -4%
HCP
336
Hexagon Capital Partners
Arkansas
$508K -$64.6K -1,276 -11%
PWA
337
Physician Wealth Advisors
Utah
$506K -$14.7K -291 -3%
Franklin Resources
338
Franklin Resources
California
$506K
AC
339
Applied Capital
Arkansas
$504K -$148K -2,931 -23%
AC
340
AlphaCore Capital
California
$499K -$81.1K -1,602 -14%
AWM
341
Avaii Wealth Management
Wisconsin
$494K +$101K +2,002 +26%
AQR Capital Management
342
AQR Capital Management
Connecticut
$491K +$229K +4,529 +87%
DSC
343
Daytona Street Capital
Missouri
$489K +$25.2K +498 +5%
BSAM
344
Blue Square Asset Management
New York
$487K +$187K +3,688 +62%
WAM
345
WNY Asset Management
New York
$487K +$487K +9,614 New
NFG
346
Nations Financial Group
Iowa
$477K -$3.7K -73 -0.8%
OL
347
Optas LLC
Texas
$476K +$210K +4,150 +79%
SWM
348
Spire Wealth Management
Virginia
$466K +$1.42K +28 +0.3%
PG
349
Patten Group
Tennessee
$465K +$69K +1,363 +17%
CFS
350
CGC Financial Services
Oregon
$454K -$42.1K -831 -8%