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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
51
Private Wealth Advisors (California)
California
$10.9M -$5.78M -114,947 -35%
PFM
52
Phillips Financial Management
Indiana
$10.8M +$4.37M +87,029 +68%
LK
53
Lumbard & Kellner
New Hampshire
$10.8M -$164K -3,271 -1%
EBA
54
Eagle Bay Advisors
New York
$10.7M +$1.89M +37,630 +21%
KPWS
55
Kestra Private Wealth Services
Texas
$10.4M +$1.39M +27,626 +15%
HCM
56
Hengehold Capital Management
Ohio
$10.3M +$145K +2,891 +1%
EIA
57
Edgemoor Investment Advisors
Maryland
$10.3M -$191K -3,809 -2%
KWM
58
Keebeck Wealth Management
Illinois
$10.2M +$10.2M +203,795 New
WWM
59
Wiser Wealth Management
Georgia
$9.71M +$360K +7,165 +4%
BIAS
60
Beacon Investment Advisory Services
New Jersey
$9.38M +$53.6K +1,066 +0.6%
Osaic Holdings
61
Osaic Holdings
Arizona
$8.91M +$1.7M +33,873 +14%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$8.79M +$8.81M +175,210 New
CPIG
63
Chicago Partners Investment Group
Illinois
$8.75M +$609K +12,119 +7%
RW
64
RVW Wealth
California
$8.66M +$540K +10,749 +7%
PPW
65
Pasadena Private Wealth
California
$8.46M +$4.01M +79,789 +90%
SBL
66
Sargent Bickham Lagudis
Colorado
$8.44M +$8.46M +168,349 New
AO
67
Advisor OS
Illinois
$8.38M +$8.4M +167,068 New
SWG
68
Summit Wealth Group
Vermont
$8.36M +$1.6M +31,853 +24%
DPI
69
Diversified Portfolios Inc
Michigan
$8.04M +$979K +19,473 +14%
CTA
70
Chesley Taft & Associates
Illinois
$7.98M -$1.01M -20,105 -11%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$7.67M -$344K -6,851 -4%
FA
72
FDx Advisors
Illinois
$7.28M +$80.7K +1,606 +1%
SPC
73
Sigma Planning Corp
Michigan
$7.24M +$447K +8,894 +7%
KTC
74
Kistler-Tiffany Companies
Pennsylvania
$7.06M +$7.08M +140,827 New
WWM
75
WT Wealth Management
Arizona
$6.86M -$723K -14,375 -10%