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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$272K +$271K +5,360 New
LWA
352
Lifelong Wealth Advisors
Minnesota
$271K -$1.36K -27 -0.5%
SRC
353
Sage Rhino Capital
California
$271K +$152 +3 +0.1%
AWM
354
Avior Wealth Management
Nebraska
$270K +$99.9K +1,975 +59%
EWA
355
Encompass Wealth Advisors
Oregon
$263K – – –
AWS
356
Aspen Wealth Strategies
Colorado
$260K -$28.8K -570 -10%
SIG
357
Spinnaker Investment Group
California
$258K +$258K +5,098 New
KIM
358
Kane Investment Management
California
$257K +$257K +5,075 New
NG
359
Norden Group
Utah
$257K – – –
AFM
360
Armstrong Fleming & Moore
District of Columbia
$254K +$253K +5,000 New
AssetMark Inc
361
AssetMark Inc
California
$253K +$31.1K +616 +14%
TWC
362
TD Waterhouse Canada
Ontario, Canada
$253K -$556K -11,000 -69%
DWA
363
Delap Wealth Advisory
Oregon
$251K +$250K +4,947 New
SAG
364
SageView Advisory Group
California
$244K -$21.8K -431 -8%
AAM
365
Advisors Asset Management
Colorado
$242K -$93.8K -1,855 -28%
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$241K -$178K -3,514 -42%
MCM
367
M1 Capital Management
Michigan
$240K – – –
EBA
368
Eagle Bay Advisors
New York
$235K -$1.31K -26 -0.6%
MSWM
369
McGlone Suttner Wealth Management
Wisconsin
$229K -$51 -1 -0%
HWM
370
HB Wealth Management
Georgia
$229K – – –
HAG
371
HF Advisory Group
Maryland
$221K -$40.1K -794 -15%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$220K – – –
CGL
373
Clarius Group LLC
Washington
$219K – – –
SI
374
Stephens Inc
Arkansas
$219K +$219K +4,326 New
CPSC
375
Carl P. Sherr & Co
Massachusetts
$219K +$219K +4,324 New