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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
101
Certified Advisory Corp
Florida
$238K +$1.56K +31 +0.7%
MWP
102
MYCIO Wealth Partners
Pennsylvania
$222K – – –
SCP
103
Syntal Capital Partners
Texas
$219K -$797K -15,831 -78%
CRWM
104
Castle Rock Wealth Management
California
$219K -$246K -4,894 -53%
EWM
105
Elmwood Wealth Management
California
$202K – – –
WPSG
106
Wealth & Pension Services Group
Georgia
$200K – – –
AIM
107
Advantage Investment Management
Iowa
$183K -$14.8K -293 -7%
GRP
108
Global Retirement Partners
California
$160K -$3.24M -64,433 -95%
Citigroup
109
Citigroup
New York
$144K +$109K +2,155 +309%
RIA
110
Realta Investment Advisors
Delaware
$109K – – –
RBC
111
Roble Belko & Company
Pennsylvania
$101K – – –
William Blair & Company
112
William Blair & Company
Illinois
$76K – – –
Morgan Stanley
113
Morgan Stanley
New York
$75K +$37K +735 +98%
LFG
114
LifePlan Financial Group
Ohio
$54K – – –
PB
115
Pinnacle Bancorp
Nebraska
$47K – – –
FAAS
116
First Allied Advisory Services
California
$38K +$38.1K +757 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$30K – – –
BWL
118
Bogart Wealth LLC
Virginia
$28K +$27.7K +551 New
JPLA
119
Joseph P. Lucia & Associates
New York
$25K – – –
UBS Group
120
UBS Group
Switzerland
$16K – – –
CFG
121
CKW Financial Group
Hawaii
$14K – – –
TF
122
TimeScale Financial
Massachusetts
$8K – – –
FRA
123
Front Row Advisors
California
$3K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1K – – –
CVM
125
Cheviot Value Management
California
– -$2.1M -41,633 Closed