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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
351
Charter Oak Capital Management
New Hampshire
$35K +$10.1K +200 +40%
AIC
352
Archer Investment Corporation
Indiana
$34.6K – – –
MA
353
MCF Advisors
Kentucky
$31K +$31.4K +625 New
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$2.31K +46 +8%
FRA
355
Front Row Advisors
California
$28K – – –
MIFH
356
Migdal Insurance & Financial Holdings
Israel
$26K -$28.1K -560 -52%
SWA
357
SOA Wealth Advisors
New York
$19K – – –
NFSG
358
Newbridge Financial Services Group
Florida
$17K – – –
MBFW
359
Morton Brown Family Wealth
Pennsylvania
$7K – – –
BFEC
360
Benjamin F. Edwards & Company
Missouri
$6K -$9.6K -191 -63%
FFWM
361
Future Financial Wealth Management
Ohio
$6K – – –
RG
362
Retirement Group
California
$5K -$30.2K -600 -89%
AFS
363
Annapolis Financial Services
Maryland
$5K – – –
WA
364
Win Advisors
Florida
$3K – – –
FFC
365
Fure Financial Corporation
Minnesota
$2K – – –
M
366
MOTCO
Texas
$1K +$955 +19 New
Jane Street
367
Jane Street
New York
– -$22.8M -452,706 Closed
CA
368
CoreCap Advisors
Michigan
– -$14.4M -286,490 Closed
TC
369
TownSquare Capital
Utah
– -$8.52M -169,101 Closed
DI
370
DFPG Investments
Utah
– -$7.95M -157,816 Closed
MWM
371
Magnolia Wealth Management
Alabama
– -$5.44M -107,931 Closed
DWA
372
Divergent Wealth Advisors
Utah
– -$4.58M -90,811 Closed
CAG
373
Csenge Advisory Group
Florida
– -$3.35M -66,324 Closed
SG Americas Securities
374
SG Americas Securities
New York
– -$2.76M -54,750 Closed
SFS
375
Sowell Financial Services
Arkansas
– -$2.76M -54,701 Closed