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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PF
551
PlanVest Financial
Maryland
$899 +$51 +1 +6%
EWA
552
EverSource Wealth Advisors
Alabama
$607
SAM
553
Smartleaf Asset Management
Massachusetts
$137
MLA
554
MB, Levis & Associates
Pennsylvania
$93
HNB
555
Huntington National Bank
Ohio
$51
FTUS
556
Flow Traders U.S.
New York
-$12.9M -255,442 Closed
BWA
557
Boulder Wealth Advisors
Colorado
-$11.2M -221,346 Closed
IAA
558
Independent Advisor Alliance
North Carolina
-$4.51M -89,177 Closed
TI
559
Tidal Investments
Wisconsin
-$3.54M -70,251 Closed
RCS
560
Retirement Capital Strategies
California
-$3.41M -67,423 Closed
Susquehanna International Group
561
Susquehanna International Group
Pennsylvania
-$3.02M -59,678 Closed
GAA
562
Global Assets Advisory
Florida
-$1.37M -31,788 Closed
GWMR
563
GC Wealth Management RIA
Massachusetts
-$1.58M -31,253 Closed
EPI
564
Eddie Patel Inc
Illinois
-$1.17M -23,156 Closed
GWM
565
GSB Wealth Management
Connecticut
-$596K -11,780 Closed
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
-$450K -8,885 Closed
AWM
567
Alterna Wealth Management
Texas
-$439K -8,667 Closed
GVAG
568
Great Valley Advisor Group
Delaware
-$425K -8,393 Closed
LS
569
Liquid Strategies
Georgia
-$416K -8,215 Closed
SWM
570
Seed Wealth Management
Illinois
-$405K -8,000 Closed
PMA
571
Prudent Man Advisors
Illinois
-$385K -7,607 Closed
ACM
572
Alpha Capital Management
Texas
-$301K -5,956 Closed
SAM
573
Synergy Asset Management
Washington
-$274K -5,411 Closed
CAM
574
Concorde Asset Management
Michigan
-$270K -5,343 Closed
TPBG
575
Turning Point Benefit Group
Maryland
-$247K -4,884 Closed