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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
26
Seven Springs Wealth Group
Tennessee
$11.8M +$11.8M +233,841 New
EIA
27
Edgemoor Investment Advisors
Maryland
$11.2M +$258K +5,119 +2%
RCS
28
Retirement Capital Strategies
California
$10.9M +$1.39M +27,680 +15%
IAA
29
Independent Advisor Alliance
North Carolina
$10.6M +$10.6M +210,221 New
HCIA
30
Hochman Cole Investment Advisors
Illinois
$10.5M +$7.97M +158,244 +316%
FP
31
Financial Perspectives
Minnesota
$10.3M +$10.3M +204,225 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$9.73M -$2.55M -50,627 -21%
PPW
33
Pasadena Private Wealth
California
$8.57M +$57.5K +1,141 +0.7%
HighTower Advisors
34
HighTower Advisors
Illinois
$8.5M +$1.45M +28,872 +21%
PAG
35
Private Advisor Group
New Jersey
$8.24M -$3.64M -72,333 -31%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$8.09M -$4.57M -90,755 -36%
CCM
37
Covington Capital Management
California
$7.93M +$645K +12,800 +9%
FA
38
Fortis Advisors
Pennsylvania
$6.74M -$664K -13,187 -9%
SWM
39
Sugarloaf Wealth Management
Georgia
$5.57M +$5.58M +110,715 New
CWM
40
Connecticut Wealth Management
Connecticut
$5.47M -$313K -6,206 -5%
WR
41
Watson Rebecca
$5.18M +$5.18M +102,963 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.18M -$8.39M -166,515 -62%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$5.17M +$733K +14,548 +16%
SI
44
Stephens Inc
Arkansas
$5.02M +$1M +19,875 +25%
EWA
45
EP Wealth Advisors
California
$4.48M +$3.98M +79,000 +795%
B
46
Brightworth
Georgia
$3.62M +$3.62M +71,890 New
AG
47
Advisor Group
Arizona
$3.33M +$114K +2,257 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.28M +$150K +2,973 +5%
TA
49
TCG Advisors
Texas
$3.23M -$181K -3,593 -5%
AWMS
50
Advocacy Wealth Management Services
Georgia
$3.18M +$3.18M +63,156 New