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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$8.39M +166,309 +401%
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.4M -$1.79M -35,493 -15%
Stifel Financial
53
Stifel Financial
Missouri
$10.2M -$1.26M -24,954 -11%
RCA
54
Resonant Capital Advisors
Wisconsin
$10.1M +$2.06M +40,863 +26%
PAG
55
Private Advisor Group
New Jersey
$9.83M -$378K -7,498 -4%
PA
56
Parallel Advisors
California
$9.6M +$638K +12,649 +7%
EF
57
Exeter Financial
Arizona
$9.03M -$450K -8,914 -5%
AO
58
Advisor OS
Illinois
$8.86M +$2.54M +50,297 +40%
JP Morgan Chase
59
JP Morgan Chase
New York
$8.57M +$3.1M +61,350 +57%
SPC
60
Sigma Planning Corp
Michigan
$8.52M +$3.82M +75,735 +82%
HTC
61
Haverford Trust Company
Pennsylvania
$8.36M -$232K -4,601 -3%
AI
62
Atria Investments
North Carolina
$8.21M +$301K +5,966 +4%
FIA
63
FPC Investment Advisory
California
$8.08M +$8.08M +160,182 New
JWCA
64
J.W. Cole Advisors
Florida
$7.87M +$714K +14,146 +10%
CW
65
CreativeOne Wealth
Kansas
$7.85M +$3.59M +71,108 +85%
CPIG
66
Chicago Partners Investment Group
Illinois
$7.79M -$226K -4,479 -3%
HCM
67
Hengehold Capital Management
Ohio
$7.78M +$302K +5,982 +4%
AF
68
Allworth Financial
California
$7.43M -$987K -19,559 -12%
SC
69
Saiph Capital
New Jersey
$7.09M +$7.08M +140,277 New
PFM
70
Phillips Financial Management
Indiana
$7.02M -$164K -3,247 -2%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$6.81M -$701K -13,900 -9%
AWMS
72
Advocacy Wealth Management Services
Georgia
$6.72M -$983K -19,482 -13%
IWC
73
Integrated Wealth Concepts
Massachusetts
$6.72M -$133K -2,636 -2%
DWM
74
Drive Wealth Management
Utah
$6.68M -$125K -2,483 -2%
GRP
75
Global Retirement Partners
California
$6.5M +$126K +2,499 +2%