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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$153K – – –
PG
402
Proffitt & Goodson
Tennessee
$150K -$123K -2,432 -45%
NFSG
403
Newbridge Financial Services Group
Florida
$142K +$14.9K +295 +12%
BC
404
Bulwark Capital
Florida
$132K +$132K +2,605 New
AAM
405
Advisors Asset Management
Colorado
$126K -$115K -2,281 -48%
GWM
406
Geneos Wealth Management
Colorado
$123K +$65.6K +1,298 +115%
EWA
407
EP Wealth Advisors
California
$123K +$123K +2,427 New
MAS
408
MPWM Advisory Solutions
Georgia
$111K +$111K +2,197 New
AF
409
Advisornet Financial
Minnesota
$104K +$30K +593 +41%
Wells Fargo
410
Wells Fargo
California
$98K -$69.6K -1,376 -42%
CAM
411
Creekmur Asset Management
Illinois
$80.6K +$2.02K +40 +3%
AP
412
Atwood & Palmer
Missouri
$77.3K -$215K -4,252 -74%
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$67.1K -$153K -3,035 -70%
CFG
414
CKW Financial Group
Hawaii
$65K – – –
PTC
415
Private Trust Company
Ohio
$61.9K -$2.73K -54 -4%
LBC
416
Lowe Brockenbrough & Co
Virginia
$56.1K +$56K +1,107 New
HWA
417
HHM Wealth Advisors
Tennessee
$51.4K – – –
GSWM
418
Golden State Wealth Management
California
$51.1K – – –
SWA
419
SOA Wealth Advisors
New York
$44.5K – – –
CAL
420
Capital Analysts LLC
Pennsylvania
$43K – – –
WFA
421
Wells Financial Advisors
Massachusetts
$42.3K -$83.9K -1,660 -67%
HAP
422
Harbor Asset Planning
Massachusetts
$41.2K +$41.1K +813 New
SS
423
Sunbelt Securities
Texas
$38.3K – – –
RF
424
Rossby Financial
Florida
$31.8K -$9.2K -182 -22%
CPG
425
Cornerstone Planning Group
New Jersey
$31.3K +$354 +7 +1%