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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
Argent Advisors
Louisiana
$205K -$8.24K -164 -4%
LWM
352
LJI Wealth Management
Indiana
$202K -$25.1K -500 -11%
SWM
353
Seed Wealth Management
Illinois
$202K
BBA
354
BLB&B Advisors
Pennsylvania
$201K
RWP
355
RWA Wealth Partners
Massachusetts
$201K -$21.5K -427 -10%
FP
356
Financial Perspectives
Minnesota
$188K -$498K -9,908 -73%
SPIA
357
Steward Partners Investment Advisory
New York
$180K +$58K +1,155 +48%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$179K -$27.6K -549 -13%
WTC
359
WhitTier Trust Company
Nevada
$173K -$28.1K -560 -14%
NA
360
NewEdge Advisors
Louisiana
$169K -$2.56K -51 -1%
GFPC
361
Global Financial Private Client
Florida
$152K
HCA
362
Heck Capital Advisors
Wisconsin
$141K -$31.4K -625 -18%
MTC
363
Matrix Trust Company
Colorado
$138K +$137K +2,730 New
BWL
364
Bogart Wealth LLC
Virginia
$135K -$349K -6,945 -72%
TWC
365
TD Waterhouse Canada
Ontario, Canada
$125K
KOCAA
366
Knights of Columbus Asset Advisors
Connecticut
$125K
TWM
367
Tradition Wealth Management
Minnesota
$118K -$20.3K -403 -15%
HCM
368
Hollencrest Capital Management
California
$110K +$1.36K +27 +1%
AAM
369
Advisors Asset Management
Colorado
$104K +$104K +2,073 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$101K +$48.5K +966 +93%
CFG
371
CKW Financial Group
Hawaii
$97K
HWA
372
HHM Wealth Advisors
Tennessee
$91.2K
BFEC
373
Benjamin F. Edwards & Company
Missouri
$88K +$18.2K +363 +26%
CTA
374
Colonial Trust Advisors
South Carolina
$87.4K
PMFA
375
Plante Moran Financial Advisors
Michigan
$84.6K +$84.4K +1,680 New