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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Mascoma Wealth Management
New Hampshire
$371K -$22.6K -446 -6%
RW
352
Rede Wealth
Virginia
$365K +$154K +3,033 +73%
SFP
353
Shepherd Financial Partners
Massachusetts
$362K -$286K -5,646 -44%
FIA
354
Foundations Investment Advisors
Arizona
$362K -$153K -3,031 -30%
NAS
355
Nicolet Advisory Services
Wisconsin
$361K +$61.4K +1,213 +21%
WIA
356
Wetzel Investment Advisors
Indiana
$359K +$98.5K +1,945 +38%
WLIM
357
White Lighthouse Investment Management
Massachusetts
$354K
QP
358
Quartz Partners
New York
$353K +$353K +6,975 New
Betterment LLC
359
Betterment LLC
New York
$352K -$104K -2,056 -23%
ACM
360
Alpha Capital Management
Texas
$352K -$50.6K -1,000 -13%
LCGC
361
Legacy Capital Group California
California
$351K +$15.2K +301 +5%
FTS
362
Fifth Third Securities
Ohio
$347K +$60.2K +1,189 +21%
HFS
363
Hopwood Financial Services
Virginia
$336K
Comerica Bank
364
Comerica Bank
Texas
$335K +$180K +3,547 +115%
DAS
365
Daybright Advisory Services
Florida
$333K +$333K +6,581 New
QPWM
366
Quadrant Private Wealth Management
Pennsylvania
$325K
SC
367
Scotia Capital
Ontario, Canada
$324K -$21.1K -417 -6%
AWM
368
Accurate Wealth Management
Florida
$317K -$8.1K -160 -2%
PG
369
Proffitt & Goodson
Tennessee
$316K +$22.7K +449 +8%
PHIC
370
Pine Haven Investment Counsel
Massachusetts
$311K -$100K -1,975 -24%
MWM
371
MBE Wealth Management
Wisconsin
$307K +$4.41K +87 +1%
LEFP
372
Leading Edge Financial Planning
Tennessee
$302K -$31.4K -620 -9%
BNP Paribas Financial Markets
373
BNP Paribas Financial Markets
France
$302K +$301K +5,952 +35,012%
BSAM
374
Blue Square Asset Management
New York
$300K +$300K +5,930 New
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$300K +$300K +5,929 New