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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
101
Cypress Wealth Services
California
$532K +$533K +10,580 New
TP
102
Tranquility Partners
Tennessee
$502K +$122K +2,427 +32%
EPA
103
Element Pointe Advisors
Florida
$494K
SCP
104
Seizert Capital Partners
Michigan
$473K
WLIM
105
White Lighthouse Investment Management
Massachusetts
$467K -$80.4K -1,597 -15%
SWG
106
Summit Wealth Group
Vermont
$461K +$461K +9,159 New
CFC
107
Coyle Financial Counsel
Illinois
$457K -$6.14K -122 -1%
BRWA
108
B. Riley Wealth Advisors
Florida
$453K +$453K +9,000 New
GG
109
Gofen & Glossberg
Illinois
$449K +$450K +8,930 New
RPSA
110
Richard P. Slaughter Associates
Texas
$429K +$430K +8,531 New
SAM
111
Summit Asset Management
Tennessee
$423K +$146K +2,900 +53%
GC
112
Gratus Capital
Georgia
$420K +$420K +8,335 New
UBS Group
113
UBS Group
Switzerland
$416K +$400K +7,951 +2,557%
EAM
114
Evanson Asset Management
California
$400K +$401K +7,954 New
SCA
115
Snowden Capital Advisors
New York
$389K +$390K +7,738 New
SSWM
116
Sheets Smith Wealth Management
North Carolina
$362K -$65.5K -1,300 -15%
IWM
117
IHT Wealth Management
Illinois
$326K +$201 +4 +0.1%
BWA
118
BDO Wealth Advisors
Florida
$316K
CAL
119
Capital Advisors Ltd
Ohio
$312K +$312K +6,195 New
WT
120
Whittier Trust
California
$301K
BAAM
121
Baker Avenue Asset Management
California
$298K
WCG
122
Weaver Consulting Group
California
$284K
TC
123
Telemus Capital
Michigan
$276K
AWM
124
AE Wealth Management
Kansas
$257K +$8.76K +174 +4%
CA
125
Cetera Advisors
Colorado
$251K -$29.4K -583 -10%