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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
– -$356K -7,084 Closed
HS
427
Horan Securities
United States
– -$347K -6,898 Closed
CG
428
Colony Group
Massachusetts
– -$309K -6,152 Closed
BWP
429
BSW Wealth Partners
Colorado
– -$302K -6,000 Closed
RWM
430
Rockwood Wealth Management
Pennsylvania
– -$300K -5,970 Closed
RMAM
431
Raab & Moskowitz Asset Management
New Jersey
– -$297K -5,898 Closed
TPWA
432
TRUE Private Wealth Advisors
Oregon
– -$272K -5,408 Closed
BCI
433
Brinker Capital Investments
Pennsylvania
– -$251K -4,997 Closed
OPS
434
Orion Portfolio Solutions
Nebraska
– -$251K -4,997 Closed
SAM
435
Strategy Asset Managers
California
– -$250K -4,973 Closed
YIA
436
YHB Investment Advisors
Connecticut
– -$204K -4,054 Closed
Betterment LLC
437
Betterment LLC
New York
– -$203K -4,029 Closed
TCMP
438
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$201K -3,994 Closed
CIA
439
Cape Investment Advisory
Georgia
– -$187K -3,712 Closed
CTWM
440
Cherry Tree Wealth Management
Minnesota
– -$132K -2,632 Closed
RFG
441
RFP Financial Group
Georgia
– -$86.7K -1,723 Closed
WP
442
WealthPLAN Partners
Nebraska
– -$80.6K -1,602 Closed
VAG
443
VisionPoint Advisory Group
Texas
– -$57.7K -1,148 Closed
RI
444
Ridgewood Investments
New Jersey
– -$26.4K -525 Closed
BAAM
445
Baker Avenue Asset Management
California
– -$23.9K -475 Closed
WT
446
Washington Trust
Rhode Island
– -$6.29K -125 Closed
GWANC
447
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$4.83K -96 Closed
HR
448
Howe & Rusling
New York
– -$2.87K -57 Closed
FCMT
449
Founders Capital Management (Texas)
Texas
– -$2.26K -45 Closed