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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$300K +$300K +5,929 New
MIFH
377
Migdal Insurance & Financial Holdings
Israel
$298K +$299K +5,900 New
SAG
378
SageView Advisory Group
California
$294K +$50.1K +990 +21%
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$293K – – –
PCM
380
Parsons Capital Management
Rhode Island
$292K +$75K +1,481 +34%
CAM
381
Cresset Asset Management
Illinois
$292K -$11.4K -226 -4%
BFS
382
BridgePort Financial Solutions
Iowa
$291K -$24.9K -492 -8%
SIG
383
Spinnaker Investment Group
California
$286K +$9.67K +191 +3%
HWM
384
Howard Wealth Management
Connecticut
$277K +$65.4K +1,291 +31%
PCS
385
Private Client Services
Kentucky
$276K -$14.5K -286 -5%
LWA
386
Lifelong Wealth Advisors
Minnesota
$271K – – –
AWM
387
Avior Wealth Management
Nebraska
$270K – – –
OC
388
Opal Capital
Florida
$267K +$111K +2,199 New
TWC
389
TD Waterhouse Canada
Ontario, Canada
$266K +$12.9K +254 +5%
OL
390
Optas LLC
Texas
$266K +$266K +5,250 New
FWI
391
Facet Wealth Inc
Maryland
$263K +$262K +5,181 New
AQR Capital Management
392
AQR Capital Management
Connecticut
$262K – – –
ACP
393
Aviance Capital Partners
Florida
$257K – – –
NWMP
394
Noble Wealth Management PBC
Colorado
$257K +$167K +3,294 +185%
HI
395
Harbour Investments
Wisconsin
$257K -$461K -9,107 -64%
RM
396
RCW Management
Florida
$256K +$257K +5,069 New
SWA
397
Serenus Wealth Advisors
California
$256K -$485K -9,583 -65%
TDB
398
Thompson David Blair
$255K +$255K +5,035 New
ML
399
MLP3 LLC
New Jersey
$253K +$253K +5,000 New
AWS
400
Aspen Wealth Strategies
Colorado
$251K -$12.5K -246 -5%