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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
401
FAS Wealth Partners
Kansas
$9K -$49.8K -996 -84%
LS
402
Leelyn Smith
Illinois
$9K +$9.36K +187 New
MBFW
403
Morton Brown Family Wealth
Pennsylvania
$7K – – –
SIS
404
Sound Income Strategies
Florida
$6K – – –
CFFP
405
Center for Financial Planning
Michigan
$5K – – –
RG
406
Retirement Group
California
$3K – – –
RIA
407
Realta Investment Advisors
Delaware
$3K +$2.75K +55 New
FCMT
408
Founders Capital Management (Texas)
Texas
$2K -$2.7K -54 -55%
PFA
409
Peak Financial Advisors
Colorado
– -$14.2M -284,360 Closed
PWAC
410
Private Wealth Advisors (California)
California
– -$8.78M -175,422 Closed
PPW
411
Pasadena Private Wealth
California
– -$6.18M -123,607 Closed
PMG
412
ProVise Management Group
Florida
– -$3.88M -77,521 Closed
MP
413
McDonald Partners
Ohio
– -$3.86M -77,118 Closed
VIA
414
Vident Investment Advisory
Georgia
– -$1.49M -29,761 Closed
CCM
415
Crabel Capital Management
California
– -$1.41M -28,094 Closed
Allianz Asset Management
416
Allianz Asset Management
Germany
– -$1.36M -27,140 Closed
CSWG
417
Cardinal Strategic Wealth Guidance
Kentucky
– -$882K -17,633 Closed
CAN
418
Claraphi Advisory Network
United States
– -$799K -15,969 Closed
CHP
419
Cable Hill Partners
Oregon
– -$545K -10,897 Closed
MHIC
420
Marble Harbor Investment Counsel
Massachusetts
– -$500K -10,000 Closed
OAM
421
Oak Asset Management
California
– -$445K -8,900 Closed
IA
422
IFG Advisory
Georgia
– -$422K -8,450 Closed
T
423
TCWP
Ohio
– -$377K -7,548 Closed
TSS
424
Two Sigma Securities
New York
– -$365K -7,295 Closed
LWAC
425
Laurel Wealth Advisors (California)
California
– -$348K -6,958 Closed