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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
76
White Lighthouse Investment Management
Massachusetts
$548K
OMC
77
Old Mission Capital
Illinois
$538K +$538K +10,680 New
SPIA
78
Steward Partners Investment Advisory
New York
$535K +$178K +3,534 +50%
CHP
79
Cable Hill Partners
Oregon
$529K +$3.52K +70 +0.7%
EWA
80
EP Wealth Advisors
California
$501K
EPA
81
Element Pointe Advisors
Florida
$494K -$1.32M -26,215 -73%
SCP
82
Seizert Capital Partners
Michigan
$474K
CFC
83
Coyle Financial Counsel
Illinois
$464K -$23K -456 -5%
BCA
84
Bay Colony Advisors
Massachusetts
$432K -$16.1K -320 -4%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$428K -$22.7K -451 -5%
CPIG
86
Chicago Partners Investment Group
Illinois
$410K +$410K +8,142 New
Wells Fargo
87
Wells Fargo
California
$393K +$392K +7,794 +779,400%
TP
88
Tranquility Partners
Tennessee
$381K +$380K +7,553 New
GC
89
Guggenheim Capital
Illinois
$378K +$378K +7,508 New
IWM
90
IHT Wealth Management
Illinois
$326K -$99.1K -1,968 -23%
BWA
91
BDO Wealth Advisors
Florida
$316K
WT
92
Whittier Trust
California
$301K
BAAM
93
Baker Avenue Asset Management
California
$298K
SC
94
Scotia Capital
Ontario, Canada
$286K +$286K +5,672 New
WCG
95
Weaver Consulting Group
California
$284K
CA
96
Cetera Advisors
Colorado
$281K -$94.5K -1,876 -25%
SAM
97
Summit Asset Management
Tennessee
$277K
TC
98
Telemus Capital
Michigan
$276K +$276K +5,475 New
HB
99
Homrich & Berg
Georgia
$250K +$250K +4,964 New
AWM
100
AE Wealth Management
Kansas
$249K +$249K +4,937 New