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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
76
Summit Wealth Group
Vermont
$9.77M +$800K +15,804 +9%
LWMI
77
Legacy Wealth Management (Idaho)
Idaho
$9.59M +$4.28M +84,531 +80%
HCM
78
Hengehold Capital Management
Ohio
$9.49M -$96.1K -1,898 -1%
MFG
79
Merit Financial Group
Georgia
$9.4M +$1.63M +32,183 +21%
MWM
80
MY Wealth Management
Maryland
$9.32M -$49.7K -982 -0.5%
GMA
81
Glassy Mountain Advisors
Maryland
$8.34M -$1.55M -30,560 -16%
GS
82
GWN Securities
Florida
$8.04M -$248K -4,892 -3%
AO
83
Advisor OS
Illinois
$8.02M +$9.12K +180 +0.1%
FF
84
Farrow Financial
Vermont
$7.59M +$313K +6,187 +4%
PSA
85
Plum Street Advisors
Louisiana
$7.58M +$1.68M +33,117 +28%
VCM
86
Virtue Capital Management
Tennessee
$7.51M +$7.36M +145,351 +4,662%
Creative Planning
87
Creative Planning
Kansas
$7.32M +$5.13M +101,259 +233%
FHA
88
Flagship Harbor Advisors
Massachusetts
$7.21M -$833K -16,450 -10%
AF
89
Allworth Financial
California
$7.18M -$331K -6,534 -4%
HCM
90
Hollencrest Capital Management
California
$7.1M -$16.4M -324,615 -70%
RWS
91
Rochester Wealth Strategies
Michigan
$7.02M +$227K +4,476 +3%
CIA
92
Concurrent Investment Advisors
Florida
$6.56M +$378K +7,472 +6%
LWM
93
LongView Wealth Management
Georgia
$6.53M +$245K +4,829 +4%
SRC
94
Shufro Rose & Co
New York
$6.39M +$1.08M +21,228 +20%
HTC
95
Haverford Trust Company
Pennsylvania
$6.33M -$371K -7,318 -6%
SFS
96
Sowell Financial Services
Arkansas
$6.3M +$356K +7,024 +6%
AWM
97
Able Wealth Management
New Jersey
$6.26M -$1M -19,842 -14%
HighTower Advisors
98
HighTower Advisors
Illinois
$6.19M +$1.35M +26,616 +28%
WETS
99
Wealth Enhancement Trust Services
South Dakota
$6.18M +$6.18M +122,111 New
CPWA
100
Cerro Pacific Wealth Advisors
California
$6.05M +$285K +5,623 +5%