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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
351
Catalyst Financial Partners
Massachusetts
$246K -$131K -2,603 -35%
NEPPG
352
New England Professional Planning Group
Rhode Island
$246K
SFP
353
Sandbox Financial Partners
Maryland
$245K -$123K -2,453 -33%
DC
354
Davenport & Co
Virginia
$241K -$10.6K -211 -4%
BTWM
355
Baker Tilly Wealth Management
Wisconsin
$236K -$5.79M -115,337 -96%
MWM
356
Meridian Wealth Management
Kentucky
$234K +$233K +4,652 New
CWA
357
Clarity Wealth Advisors
California
$229K -$164K -3,271 -42%
LWM
358
LJI Wealth Management
Indiana
$227K -$1.75M -34,803 -89%
FAM
359
Formidable Asset Management
Ohio
$225K +$226K +4,500 New
SRC
360
Shufro Rose & Co
New York
$225K +$224K +4,469 New
Truist Financial
361
Truist Financial
North Carolina
$224K +$9.18K +183 +4%
SG
362
StoneX Group
New York
$221K +$401 +8 +0.2%
WP
363
WealthShield Partners
North Carolina
$220K -$6.52K -130 -3%
SC
364
Scotia Capital
Ontario, Canada
$216K
SPAS
365
Spectrum Planning & Advisory Services
California
$214K -$5.12K -102 -2%
SWM
366
Seed Wealth Management
Illinois
$214K
ATWA
367
Arbor Trust Wealth Advisors
Michigan
$210K -$85.8K -1,710 -29%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$206K
GCAC
369
Guardian Capital Advisors (Canada)
Ontario, Canada
$206K -$186K -3,700 -47%
CA
370
Continuum Advisory
Idaho
$203K +$203K +4,043 New
WPW
371
Watershed Private Wealth
Illinois
$202K
EWM
372
Elmwood Wealth Management
California
$201K
BBA
373
BLB&B Advisors
Pennsylvania
$201K
WTC
374
WhitTier Trust Company
Nevada
$200K -$710K -14,163 -78%
FP
375
Financial Perspectives
Minnesota
$185K -$1.01M -20,153 -85%