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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Avaii Wealth Management
Wisconsin
$498K +$3.49K +69 +0.7%
TC
352
TAGStone Capital
North Carolina
$497K -$614K -12,158 -55%
MWA
353
Marathon Wealth Advisors
Massachusetts
$496K +$34.8K +688 +8%
WAM
354
WNY Asset Management
New York
$487K +$859 +17 +0.2%
Betterment LLC
355
Betterment LLC
New York
$484K +$39K +772 +9%
TFGT
356
TS Financial Group (TSFG)
Illinois
$482K -$31.8K -630 -6%
WLIM
357
White Lighthouse Investment Management
Massachusetts
$481K +$126K +2,500 +36%
SPAS
358
Spectrum Planning & Advisory Services
California
$479K +$202K +3,995 +73%
PG
359
Proffitt & Goodson
Tennessee
$471K +$104K +2,049 +28%
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$468K -$214K -4,240 -31%
CFS
361
CGC Financial Services
Oregon
$461K +$7.38K +146 +2%
JWM
362
JGP Wealth Management
Oregon
$460K +$13K +257 +3%
FA
363
Fortis Advisors
Pennsylvania
$456K +$4.65K +92 +1%
SFAM
364
Sawyer Falduto Asset Management
Illinois
$454K +$35.2K +696 +8%
CWM
365
Copia Wealth Management
Oregon
$452K – – –
FHC
366
First Heartland Consultants
Missouri
$452K +$451K +8,928 New
NF
367
Nvest Financial
New Hampshire
$450K – – –
OC
368
Oppenheimer & Co
New York
$431K -$391K -7,738 -48%
PCS
369
Private Client Services
Kentucky
$431K +$82.9K +1,640 +24%
SCA
370
Sandy Cove Advisors
Massachusetts
$426K -$15.5K -306 -4%
CA
371
CoreCap Advisors
Michigan
$426K +$1.52K +30 +0.4%
STA
372
Summit Trail Advisors
New York
$425K +$121K +2,400 +40%
BWIA
373
Bryant Woods Investment Advisors
New York
$424K +$424K +8,392 New
OWA
374
Octavia Wealth Advisors
Ohio
$410K -$211K -4,173 -34%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$410K -$589K -11,655 -59%