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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
351
CGC Financial Services
Oregon
$454K -$42.1K -831 -8%
CWM
352
Copia Wealth Management
Oregon
$452K – – –
FA
353
Fortis Advisors
Pennsylvania
$451K +$2.94K +58 +0.7%
NF
354
Nvest Financial
New Hampshire
$451K – – –
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$450K – – –
JWM
356
JGP Wealth Management
Oregon
$447K -$386K -7,617 -46%
Betterment LLC
357
Betterment LLC
New York
$446K +$93K +1,837 +26%
SCA
358
Sandy Cove Advisors
Massachusetts
$442K -$1.42K -28 -0.3%
AWM
359
Alterna Wealth Management
Texas
$439K – – –
TWA
360
Tulsa Wealth Advisors
Oklahoma
$436K +$436K +8,618 New
GVAG
361
Great Valley Advisor Group
Delaware
$425K +$425K +8,393 New
CA
362
CoreCap Advisors
Michigan
$425K +$422K +8,340 +17,020%
SEP
363
Southland Equity Partners
Missouri
$421K -$15.4K -304 -4%
SFAM
364
Sawyer Falduto Asset Management
Illinois
$419K +$5.11K +101 +1%
LS
365
Liquid Strategies
Georgia
$416K – – –
NCM
366
New Capital Management
Texas
$413K -$9.97K -197 -2%
COCM
367
Charter Oak Capital Management
New Hampshire
$410K -$23K -455 -5%
SWM
368
Seed Wealth Management
Illinois
$405K – – –
William Blair & Company
369
William Blair & Company
Illinois
$402K +$30.1K +594 +8%
MW
370
Marble Wealth
Alabama
$400K +$400K +7,895 New
LIM
371
Leavell Investment Management
Alabama
$398K -$26.9K -531 -6%
FTS
372
Fifth Third Securities
Ohio
$393K +$46.3K +914 +13%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$387K -$3.8K -75 -1%
PMA
374
Prudent Man Advisors
Illinois
$385K -$691K -13,648 -64%
GP
375
Guardian Partners
Canada
$378K +$51 +1 +0%