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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Analysts LLC
Pennsylvania
$84K – – –
CWC
377
Carolinas Wealth Consulting
North Carolina
$82.1K -$3.04M -60,473 -97%
JWM
378
Janiczek Wealth Management
Colorado
$75.9K – – –
Wells Fargo
379
Wells Fargo
California
$67.7K -$220K -4,384 -77%
GWM
380
Geneos Wealth Management
Colorado
$61.2K -$10.9K -216 -15%
NL
381
NVWM LLC
Pennsylvania
$56.5K -$24.9K -496 -31%
TCM
382
TD Capital Management
Tennessee
$42.4K +$553 +11 +1%
SS
383
Sunbelt Securities
Texas
$38.2K – – –
MHR
384
Matthew Hamilton Rosenberg
$32.7K -$46.4K -923 -59%
CPG
385
Cornerstone Planning Group
New Jersey
$29K +$50 +1 +0.2%
FRA
386
Front Row Advisors
California
$27.7K – – –
PB
387
Pinnacle Bancorp
Nebraska
$27.4K – – –
RCM
388
Rain Capital Management
Oregon
$25.7K +$302 +6 +1%
RFA
389
Resurgent Financial Advisors
Georgia
$25.2K – – –
SAG
390
Spotlight Asset Group
Illinois
$24.4K – – –
LF
391
Lee Financial
Texas
$23.5K +$2.96K +59 +14%
PTC
392
Private Trust Company
Ohio
$22.7K – – –
AFS
393
Annapolis Financial Services
Maryland
$20.2K – – –
VNA
394
Valley National Advisers
Pennsylvania
$20K -$15.1K -301 -43%
SWA
395
SOA Wealth Advisors
New York
$19.9K – – –
AIC
396
Archer Investment Corporation
Indiana
$13.7K – – –
BFO
397
Biltmore Family Office
North Carolina
$11.6K – – –
UB
398
UMB Bank
Missouri
$11K +$11K +219 New
MIFH
399
Migdal Insurance & Financial Holdings
Israel
$11K – – –
CT
400
Clearstead Trust
Maine
$9.98K – – –