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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
401
Valley National Advisers
Pennsylvania
$30K
FRA
402
Front Row Advisors
California
$28K
PB
403
Pinnacle Bancorp
Nebraska
$27.3K -$6.12K -122 -18%
RI
404
Ridgewood Investments
New Jersey
$26.4K +$26.3K +525 New
RFA
405
Resurgent Financial Advisors
Georgia
$25.1K -$35.1K -700 -58%
MLA
406
MB, Levis & Associates
Pennsylvania
$22.7K +$150 +3 +0.7%
GI
407
Gradient Investments
Minnesota
$20.5K -$2.24M -44,563 -99%
LF
408
Lee Financial
Texas
$20.4K
SWA
409
SOA Wealth Advisors
New York
$19.9K
SIC
410
Salem Investment Counselors
North Carolina
$17.6K
AIC
411
Archer Investment Corporation
Indiana
$14.8K -$14.8K -296 -50%
BFO
412
Biltmore Family Office
North Carolina
$11.6K +$11.5K +230 New
HNB
413
Huntington National Bank
Ohio
$10.6K
CFFP
414
Center for Financial Planning
Michigan
$9.45K
Commonwealth Equity Services
415
Commonwealth Equity Services
Massachusetts
$8.42K +$4.8M +95,665 +133%
MBFW
416
Morton Brown Family Wealth
Pennsylvania
$7.34K
SIS
417
Sound Income Strategies
Florida
$6.48K
WT
418
Washington Trust
Rhode Island
$6.28K
RG
419
Retirement Group
California
$3K
HR
420
Howe & Rusling
New York
$2.87K +$2.86K +57 New
FCMT
421
Founders Capital Management (Texas)
Texas
$2K
AWM
422
Avior Wealth Management
Nebraska
$1.41K +$1.41K +28 New
FGAM
423
Financial Gravity Asset Management
Texas
$470 +$365K +7,270 +348%
KWILP
424
Kiwi Wealth Investments Limited Partnership
New Zealand
-$21.1M -422,063 Closed
LK
425
Lumbard & Kellner
New Hampshire
-$10.6M -212,664 Closed