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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$29.6M -$3.29M -65,719 -10%
Stifel Financial
27
Stifel Financial
Missouri
$28.3M +$1.77M +35,283 +7%
BFPW
28
BOK Financial Private Wealth
Colorado
$27.6M +$2.93M +58,541 +12%
SQA
29
Simon Quick Advisors
New Jersey
$26.3M +$26.4M +526,565 New
DCM
30
Donaldson Capital Management
Indiana
$22.7M +$1.19M +23,716 +6%
WWM
31
Windsor Wealth Management
Indiana
$21.9M +$21.1M +422,253 +2,571%
RCM
32
Rain Capital Management
Oregon
$21.6M +$21.6M +431,762 New
BIA
33
Bell Investment Advisors
California
$21.6M +$21.6M +430,799 New
OPCM
34
Osborne Partners Capital Management
California
$19.8M +$15.8M +314,705 +393%
CWM
35
Congress Wealth Management
Massachusetts
$19.5M -$2.55M -50,928 -12%
RBC
36
Roble Belko & Company
Pennsylvania
$19.2M -$10.4M -206,900 -35%
HTC
37
Haverford Trust Company
Pennsylvania
$17.2M -$924K -18,450 -5%
GG
38
Gofen & Glossberg
Illinois
$16.8M -$1.75M -35,000 -9%
AF
39
Allworth Financial
California
$15.7M +$1.73M +34,551 +12%
IGGA
40
Iron Gate Global Advisors
Utah
$15M -$5.67M -113,204 -43%
Osaic Holdings
41
Osaic Holdings
Arizona
$14.8M +$1.42M +28,300 +11%
PFPT
42
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.7M -$2.23M -44,453 -13%
SHGA
43
Sand Hill Global Advisors
California
$14.5M -$2.02M -40,273 -12%
PFA
44
Peak Financial Advisors
Colorado
$14.2M +$14.2M +284,360 New
HighTower Advisors
45
HighTower Advisors
Illinois
$14.2M +$1.74M +34,648 +14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$13.8M +$5.01M +100,072 +57%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$13.8M +$537K +10,731 +4%
EIA
48
Edgemoor Investment Advisors
Maryland
$13.2M +$2.97M +59,232 +29%
SL
49
Systelligence LLC
Minnesota
$13.2M +$2.19M +43,791 +20%
GSWM
50
Greenup Street Wealth Management
Michigan
$13.1M +$7.4M +147,820 +131%