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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$10M +$268K +5,297 +3%
HCM
77
Hengehold Capital Management
Ohio
$9.82M +$318K +6,282 +3%
SWG
78
Summit Wealth Group
Vermont
$9.39M -$388K -7,658 -4%
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$9.32M +$9.32M +184,094 New
SFG
80
Snider Financial Group
Washington
$8.92M -$1.43M -28,302 -14%
BPA
81
Beacon Pointe Advisors
California
$8.64M +$2.85M +56,382 +49%
MA
82
Mutual Advisors
Nebraska
$8.37M -$4.32M -85,389 -34%
FHA
83
Flagship Harbor Advisors
Massachusetts
$8.25M +$1.03M +20,335 +14%
WWM
84
WT Wealth Management
Arizona
$8.24M +$3.84M +75,860 +87%
AO
85
Advisor OS
Illinois
$8.16M +$132K +2,613 +2%
RWS
86
Rochester Wealth Strategies
Michigan
$7.78M +$753K +14,867 +11%
PSA
87
Plum Street Advisors
Louisiana
$7.76M +$167K +3,308 +2%
FF
88
Farrow Financial
Vermont
$7.56M -$39.9K -789 -0.5%
Creative Planning
89
Creative Planning
Kansas
$7.45M +$122K +2,401 +2%
PIP
90
Philadelphia Investment Partners
New Jersey
$7.26M +$7.26M +143,450 New
AF
91
Allworth Financial
California
$7.2M +$17.5K +346 +0.2%
GS
92
GWN Securities
Florida
$7.17M -$882K -17,421 -11%
HCM
93
Hollencrest Capital Management
California
$7.15M +$46.5K +919 +0.7%
BFG
94
Beacon Financial Group
Texas
$7.09M +$7.09M +140,119 New
CPWA
95
Cerro Pacific Wealth Advisors
California
$7M +$942K +18,616 +16%
CIA
96
Concurrent Investment Advisors
Florida
$6.89M +$324K +6,394 +5%
AWM
97
Able Wealth Management
New Jersey
$6.65M +$392K +7,742 +6%
MAFA
98
MJT & Associates Financial Advisory
Minnesota
$6.57M +$1.32M +26,108 +25%
HighTower Advisors
99
HighTower Advisors
Illinois
$6.53M +$334K +6,602 +5%
SRC
100
Shufro Rose & Co
New York
$6.08M -$312K -6,172 -5%