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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$357K
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$341K +$340K +6,769 New
DI
78
DFPG Investments
Utah
$340K +$340K +6,754 New
BWA
79
BDO Wealth Advisors
Florida
$316K +$316K +6,280 New
AP
80
Appleton Partners
Massachusetts
$303K -$170K -3,390 -36%
WT
81
Whittier Trust
California
$301K -$10.1K -200 -3%
BAAM
82
Baker Avenue Asset Management
California
$298K
WCG
83
Weaver Consulting Group
California
$284K
SAM
84
Summit Asset Management
Tennessee
$277K
Stifel Financial
85
Stifel Financial
Missouri
$253K
CAC
86
Certified Advisory Corp
Florida
$237K +$236K +4,700 New
MWP
87
MYCIO Wealth Partners
Pennsylvania
$222K +$221K +4,400 New
SSWM
88
Smith Salley Wealth Management
North Carolina
$203K +$202K +4,019 New
EWM
89
Elmwood Wealth Management
California
$202K
WPSG
90
Wealth & Pension Services Group
Georgia
$200K +$200K +3,974 New
AIM
91
Advantage Investment Management
Iowa
$197K -$102K -2,034 -34%
DWM
92
Destination Wealth Management
California
$189K +$189K +3,755 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$180K +$65.5K +1,303 +57%
CWA
94
Clarus Wealth Advisors
Arizona
$151K
RIA
95
Realta Investment Advisors
Delaware
$109K +$754 +15 +0.7%
RBC
96
Roble Belko & Company
Pennsylvania
$101K +$101K +2,000 New
William Blair & Company
97
William Blair & Company
Illinois
$76K
ESB
98
Essex Savings Bank
Connecticut
$76K +$75.4K +1,500 New
HWA
99
Heritage Wealth Advisors
Virginia
$71K +$70.9K +1,410 New
LFG
100
LifePlan Financial Group
Ohio
$54K