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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$323K +$118K +2,336 +58%
GWMIA
402
Global Wealth Management Investment Advisory
Florida
$319K -$495K -9,786 -61%
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$316K -$70.5K -1,395 -18%
HFS
404
Hopwood Financial Services
Virginia
$316K -$20.2K -400 -6%
HWM
405
Howard Wealth Management
Connecticut
$315K +$17K +337 +6%
SAW
406
Signal Advisors Wealth
Michigan
$315K +$315K +6,230 New
MPW
407
Magnolia Private Wealth
Pennsylvania
$312K +$312K +6,172 New
RWP
408
Revolve Wealth Partners
New Jersey
$312K +$311K +6,159 New
DAS
409
Daybright Advisory Services
Florida
$311K -$24K -475 -7%
CFA
410
Capstone Financial Advisors
Illinois
$308K -$38.2K -756 -11%
VWA
411
Visionary Wealth Advisors
Illinois
$308K +$55.1K +1,090 +22%
NCM
412
New Capital Management
Texas
$307K -$105K -2,082 -26%
Wells Fargo
413
Wells Fargo
California
$307K +$242K +4,790 +377%
SOS
414
Silver Oak Securities
Tennessee
$306K +$1.01K +20 +0.3%
SW
415
Simplicity Wealth
New Jersey
$305K +$304K +6,023 New
AGAM
416
AK Global Asset Management
California
$303K +$303K +6,000 New
SA
417
SRH Advisors
Kansas
$303K +$303K +6,000 New
SWM
418
SeaCrest Wealth Management
New York
$299K +$91K +1,800 +44%
HP
419
Holistic Planning
Texas
$294K +$294K +5,818 New
SFP
420
Shepherd Financial Partners
Massachusetts
$294K -$37.9K -750 -11%
SAG
421
SageView Advisory Group
California
$294K – – –
PHIC
422
Pine Haven Investment Counsel
Massachusetts
$293K -$5.05K -100 -2%
OSNBOA
423
Old Second National Bank of Aurora
Illinois
$293K – – –
ACM
424
Advisors Capital Management
New Jersey
$291K -$3.79K -75 -1%
VP
425
Verum Partners
North Carolina
$286K -$44.2K -874 -13%