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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Clearstead Trust
Maine
$9.99K – – –
CFFP
452
Center for Financial Planning
Michigan
$9.48K – – –
HFS
453
Horizon Financial Services
North Carolina
$6.5K – – –
FFWM
454
Future Financial Wealth Management
Ohio
$6.05K – – –
TCG
455
Transcendent Capital Group
Oklahoma
$5.8K -$9.09M -179,877 -100%
BWM
456
Bernard Wealth Management
Michigan
$4.54K +$4.55K +90 New
MWA
457
Medallion Wealth Advisors
Connecticut
$3.54K +$3.54K +70 New
SAM
458
Synergy Asset Management
Washington
$2.94K +$2.93K +58 New
FDW
459
Fourth Dimension Wealth
Ohio
$2.65K +$2.68K +53 New
BAM
460
Bellevue Asset Management
Washington
$1.79K +$51 +1 +3%
SIS
461
Sound Income Strategies
Florida
$1.61K +$1.62K +32 New
CTA
462
Colonial Trust Advisors
South Carolina
$1.31K – – –
SIM
463
Synergy Investment Management
Florida
$1.01K +$1.01K +20 New
EWA
464
EverSource Wealth Advisors
Alabama
$101 +$101 +2 New
MLA
465
MB, Levis & Associates
Pennsylvania
$88 – – –
Susquehanna International Group
466
Susquehanna International Group
Pennsylvania
– -$13.8M -271,003 Closed
National Bank of Canada
467
National Bank of Canada
Quebec, Canada
– -$9.11M -179,458 Closed
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
– -$7.21M -142,163 Closed
Prudential Financial
469
Prudential Financial
New Jersey
– -$4.96M -97,677 Closed
RW
470
RVW Wealth
California
– -$4.8M -94,533 Closed
CPP
471
Capasso Planning Partners
South Carolina
– -$1.45M -28,514 Closed
TSS
472
Two Sigma Securities
New York
– -$864K -17,028 Closed
SRWM
473
Shira Ridge Wealth Management
California
– -$825K -16,269 Closed
OIA
474
OneDigital Investment Advisors
Kansas
– -$784K -15,453 Closed
SI
475
Seeds Investor
New York
– -$557K -10,980 Closed