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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$807K -$861K -17,133 -51%
CF
102
Centaurus Financial
California
$755K +$69.4K +1,381 +10%
PEA
103
Pacific Edge Advisors
California
$749K +$753K +15,000 New
AP
104
Advisor Partners
California
$696K +$700K +13,935 New
JP Morgan Chase
105
JP Morgan Chase
New York
$668K +$672K +13,370 New
GG
106
Gofen & Glossberg
Illinois
$620K +$175K +3,485 +39%
5L
107
55I LLC
Massachusetts
$598K +$599K +11,926 New
TC
108
TownSquare Capital
Utah
$578K +$578K +11,504 New
DBT
109
Dubuque Bank & Trust
Iowa
$573K +$331K +6,584 +135%
PFM
110
Phillips Financial Management
Indiana
$564K +$20K +398 +4%
MFG
111
Merit Financial Group
Georgia
$543K -$22.3K -443 -4%
CHP
112
Cable Hill Partners
Oregon
$530K +$1.81K +36 +0.3%
IF
113
IRON Financial
Illinois
$520K +$522K +10,402 New
HA
114
Harborview Advisors
Maine
$503K +$303K +6,027 +149%
SWG
115
Summit Wealth Group
Vermont
$480K +$23K +457 +5%
ONST
116
Old North State Trust
North Carolina
$472K -$239K -4,754 -33%
FTUS
117
Flow Traders U.S.
New York
$464K -$178K -3,537 -28%
WLIM
118
White Lighthouse Investment Management
Massachusetts
$464K
IIC
119
Ironwood Investment Counsel
Arizona
$461K -$265K -5,270 -36%
SG
120
StoneX Group
New York
$448K -$872K -17,359 -66%
CWS
121
Cypress Wealth Services
California
$442K -$86.5K -1,723 -16%
AWM
122
AE Wealth Management
Kansas
$423K +$169K +3,357 +66%
IA
123
IFP Advisors
Florida
$420K -$1.17M -23,304 -73%
SAM
124
Summit Asset Management
Tennessee
$420K
EPA
125
Element Pointe Advisors
Florida
$386K -$104K -2,070 -21%