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iShares Ultra Short Duration Bond Active ETF

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