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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
476
Sound Income Strategies
Florida
$10.8K -$87.2K -1,721 -89%
CT
477
Clearstead Trust
Maine
$10K
CFFP
478
Center for Financial Planning
Michigan
$9.51K
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$9.1K -$1.01K -20 -10%
AW
480
Avion Wealth
Texas
$8K
BIA
481
Bell Investment Advisors
California
$7.74K -$9.06K -179 -54%
HFS
482
Horizon Financial Services
North Carolina
$6.53K
CTWM
483
Cherry Tree Wealth Management
Minnesota
$6.22K
SFS
484
Sunrise Financial Services
Washington
$4.96K +$4.96K +98 New
BWM
485
Bernard Wealth Management
Michigan
$4.55K
MWA
486
Medallion Wealth Advisors
Connecticut
$4.55K
CA
487
CoreCap Advisors
Michigan
$2.48K -$4.76K -94 -66%
PW
488
Pandora Wealth
Illinois
$2.17K
MCM
489
MV Capital Management
Maryland
$1.92K
BAM
490
Bellevue Asset Management
Washington
$1.88K +$51 +1 +3%
EWM
491
Evolution Wealth Management
Florida
$1.52K +$1.52K +30 New
CTA
492
Colonial Trust Advisors
South Carolina
$1.31K
TAM
493
Tucker Asset Management
Colorado
$1.06K +$1.06K +21 New
LAS
494
Lloyd Advisory Services
Georgia
$815 +$810 +16 New
SAM
495
Smartleaf Asset Management
Massachusetts
$137
EWA
496
EverSource Wealth Advisors
Alabama
$101
MLA
497
MB, Levis & Associates
Pennsylvania
$92
Citadel Advisors
498
Citadel Advisors
Florida
-$18.5M -364,879 Closed
RFG
499
RFP Financial Group
Georgia
-$4.62M -91,690 Closed
Jane Street
500
Jane Street
New York
-$2.45M -48,336 Closed