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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Windsor Wealth Management
Indiana
$7.93M -$3.18M -63,353 -29%
SPC
77
Sigma Planning Corp
Michigan
$7.61M +$1.76M +35,179 +30%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$7.53M +$333K +6,632 +5%
DPI
79
Diversified Portfolios Inc
Michigan
$7.45M -$3.54M -70,646 -32%
HCM
80
Hengehold Capital Management
Ohio
$7.41M -$302K -6,023 -4%
BFPW
81
BOK Financial Private Wealth
Colorado
$7.36M -$21.7M -432,210 -75%
GSWM
82
Greenup Street Wealth Management
Michigan
$7.21M -$3.82M -76,092 -35%
EF
83
Exeter Financial
Arizona
$7.07M +$267K +5,327 +4%
RW
84
RVW Wealth
California
$6.44M -$1.29M -25,779 -17%
HCM
85
Howland Capital Management
Massachusetts
$6.23M +$270K +5,386 +5%
FCIM
86
Fairview Capital Investment Management
California
$6.22M +$100K +2,000 +2%
CWM
87
CCG Wealth Management
California
$5.96M -$445K -8,876 -7%
PAG
88
Private Advisor Group
New Jersey
$5.9M +$112K +2,226 +2%
CFGS
89
Concourse Financial Group Securities
Alabama
$5.62M -$144K -2,876 -3%
FA
90
FDx Advisors
Illinois
$5.61M
BTI
91
Blue Trust Inc
Georgia
$5.59M -$3.65M -72,837 -39%
BAM
92
Belpointe Asset Management
Nevada
$5.56M +$60.4K +1,204 +1%
FAM
93
Forte Asset Management
New York
$5.56M +$1.44M +28,770 +35%
AAS
94
Ameritas Advisory Services
Nebraska
$5.49M +$918K +18,306 +20%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$5.46M +$36.6K +729 +0.7%
LRWA
96
Long Run Wealth Advisors
New York
$5.33M +$184K +3,667 +4%
NW
97
NewEdge Wealth
Pennsylvania
$5.13M +$229K +4,558 +5%
WWM
98
Wiser Wealth Management
Georgia
$4.98M -$191K -3,805 -4%
AWM
99
AE Wealth Management
Kansas
$4.9M +$11.7K +234 +0.2%
ZA
100
Zazove Associates
Nevada
$4.87M +$2.51M +50,000 +107%