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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
26
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.5M +$3.66M +72,551 +29%
PWA
27
Pinnacle Wealth Advisors
Tennessee
$16.5M +$16.5M +325,728 New
OSNBOA
28
Old Second National Bank of Aurora
Illinois
$15.7M +$342K +6,778 +2%
SSWM
29
Smith Salley Wealth Management
North Carolina
$15.7M +$1.18M +23,452 +8%
AWE
30
Avidian Wealth Enterprises
Texas
$15.1M +$3.11M +61,615 +26%
SFG
31
Snider Financial Group
Washington
$14M +$14M +277,407 New
EIA
32
Edgemoor Investment Advisors
Maryland
$12.8M -$692K -13,694 -5%
LK
33
Lumbard & Kellner
New Hampshire
$12.3M +$60.5K +1,198 +0.5%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$12M -$9.15M -181,206 -43%
AWM
35
Aprio Wealth Management
Georgia
$11.7M +$11.7M +232,535 New
BWA
36
Burt Wealth Advisors
Maryland
$11.5M -$182K -3,607 -2%
BWL
37
Bogart Wealth LLC
Virginia
$10.7M +$2.03M +40,199 +23%
SSWG
38
Seven Springs Wealth Group
Tennessee
$10.5M -$335K -6,638 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$10.3M -$492K -9,735 -5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.1M +$440K +8,711 +5%
Osaic Holdings
41
Osaic Holdings
Arizona
$10M -$1.07M -21,154 -10%
HCIA
42
Hochman Cole Investment Advisors
Illinois
$9.95M -$1.44M -28,566 -13%
PWAC
43
Private Wealth Advisors (California)
California
$9.85M -$6.12M -121,140 -38%
HCM
44
Hengehold Capital Management
Ohio
$9.39M +$702K +13,895 +8%
OWA
45
Octavia Wealth Advisors
Ohio
$9.07M +$932K +18,445 +11%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$8.81M +$303K +6,000 +4%
WWM
47
WT Wealth Management
Arizona
$8.77M +$245K +4,849 +3%
CTA
48
Chesley Taft & Associates
Illinois
$8.51M +$246K +4,878 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$8.48M -$511K -10,110 -6%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.39M -$5.79M -114,645 -41%