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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Troutman Wealth Management
Pennsylvania
$237K +$1.62K +32 +0.7%
NG
452
Norden Group
Utah
$237K
BSAM
453
Blue Square Asset Management
New York
$237K -$249K -4,930 -51%
CP
454
Castleview Partners
Texas
$235K +$234K +4,636 New
SC
455
Scotia Capital
Ontario, Canada
$233K
TDB
456
Thompson David Blair
$224K -$31.1K -615 -12%
LEFP
457
Leading Edge Financial Planning
Tennessee
$223K -$78.4K -1,552 -26%
LIM
458
Leavell Investment Management
Alabama
$223K -$175K -3,460 -44%
CVA
459
Central Valley Advisors
California
$221K +$2.27K +45 +1%
Empower Advisory Group
460
Empower Advisory Group
Colorado
$220K -$1.67K -33 -0.8%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$213K +$213K +4,214 New
RFP
462
Root Financial Partners
California
$213K +$122K +2,412 +134%
TA
463
Tectonic Advisors
Texas
$213K -$601K -11,902 -74%
FZCM
464
Flynn Zito Capital Management
New York
$211K +$211K +4,175 New
FPAS
465
Focus Partners Advisor Solutions
Missouri
$210K -$48.3K -955 -19%
AG
466
Ascent Group
Virginia
$209K +$209K +4,132 New
MCM
467
M1 Capital Management
Michigan
$208K -$25.1K -497 -11%
MCM
468
Manchester Capital Management
Vermont
$206K +$2.12K +42 +1%
HAG
469
HF Advisory Group
Maryland
$205K -$4.19K -83 -2%
SP
470
SmartHarvest Portfolios
Washington
$204K
Truist Financial
471
Truist Financial
North Carolina
$204K -$395K -7,809 -66%
NAM
472
NorthCrest Asset Manangement
Minnesota
$203K +$204K +4,033 New
GIO
473
Galilei Investment Office
United Kingdom
$202K
WIA
474
Wetzel Investment Advisors
Indiana
$200K -$389K -7,693 -66%
SI
475
Stephens Inc
Arkansas
$200K