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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$31.1M +$5.44M +107,395 +21%
OPCM
27
Osborne Partners Capital Management
California
$30.6M +$1.99M +39,299 +7%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$25M +$320K +6,313 +1%
ASN
29
Advisory Services Network
Georgia
$25M +$1.34M +26,512 +6%
SCM
30
Steele Capital Management
Iowa
$24.9M +$2.62M +51,830 +12%
AC
31
Avestar Capital
New York
$23.9M +$6.38M +126,087 +36%
PAG
32
Private Advisor Group
New Jersey
$23.2M +$6.25M +123,393 +37%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$22.5M -$552K -10,904 -2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$21.6M -$686K -13,543 -3%
CG
35
Cynosure Group
Utah
$20.8M -$235K -4,638 -1%
EGWAG
36
Elwood & Goetz Wealth Advisory Group
Georgia
$20.6M -$1.64M -32,371 -7%
RBC
37
Roble Belko & Company
Pennsylvania
$20.5M +$30.5K +602 +0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$20.4M -$6.48M -128,018 -24%
MML Investors Services
39
MML Investors Services
Massachusetts
$19.3M -$2.28M -44,994 -11%
S
40
SignatureFD
Georgia
$19.1M -$2.24M -44,201 -11%
JWCA
41
J.W. Cole Advisors
Florida
$18.2M +$242K +4,773 +1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$16.9M -$37.8M -747,528 -69%
BF
43
BOK Financial
Oklahoma
$16.6M +$343K +6,767 +2%
SHGA
44
Sand Hill Global Advisors
California
$16.5M -$337K -6,664 -2%
MOS
45
MGO One Seven
Ohio
$16.3M +$4.74M +93,549 +41%
PA
46
Parallel Advisors
California
$16.1M +$333K +6,578 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$15.9M -$2.14M -42,201 -12%
CW
48
CreativeOne Wealth
Kansas
$15.4M +$4.32M +85,276 +39%
Financial Engines Advisors
49
Financial Engines Advisors
California
$15.3M -$615K -12,143 -4%
LPFG
50
Landing Point Financial Group
Ohio
$15.1M -$28.1K -555 -0.2%