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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
101
Valley Forge Investment Consultants
Pennsylvania
$3.34M +$3.34M +66,165 New
CWM
102
Connecticut Wealth Management
Connecticut
$3.34M -$109K -2,160 -3%
SWM
103
Sugarloaf Wealth Management
Georgia
$3.24M +$26.4K +522 +0.8%
CFS
104
Cannon Financial Strategists
Georgia
$3.24M +$134K +2,660 +4%
DWM
105
Doyle Wealth Management
Florida
$3.23M +$734K +14,519 +29%
KOMWMG
106
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.21M +$2.3M +45,552 +254%
CAG
107
Csenge Advisory Group
Florida
$3.21M +$157K +3,099 +5%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.17M
SS
109
Simplicity Solutions
Minnesota
$3.17M -$645K -12,762 -17%
PAG
110
Private Advisor Group
New Jersey
$3.1M +$258K +5,096 +9%
NCP
111
NexWave Capital Partners
New York
$3.08M +$3.08M +61,000 New
GCA
112
Greenwood Capital Associates
South Carolina
$3.07M +$2.16M +42,680 +235%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.07M +$1.63M +32,239 +113%
ECM
114
Exchange Capital Management
Michigan
$2.98M -$651K -12,884 -18%
SWG
115
Summit Wealth Group
Vermont
$2.96M +$813K +16,089 +38%
CCT
116
Country Club Trust
Missouri
$2.95M +$2.36M +46,745 +401%
DMC
117
Drexel Morgan & Co
Pennsylvania
$2.92M -$580K -11,470 -17%
BRWM
118
B. Riley Wealth Management
Tennessee
$2.9M +$87.9K +1,740 +3%
PWA
119
Physician Wealth Advisors
Utah
$2.86M +$185K +3,652 +7%
SCP
120
Seizert Capital Partners
Michigan
$2.86M -$497K -9,836 -15%
AP
121
Advisor Partners
California
$2.58M +$2.58M +51,028 New
TWM
122
Tradition Wealth Management
Minnesota
$2.56M +$2.56M +50,730 New
GWAM
123
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.51M +$2.51M +49,620 New
AIP
124
Ahrens Investment Partners
Louisiana
$2.51M +$2.51M +49,600 New
EIA
125
Eldridge Investment Advisors
New Hampshire
$2.48M -$161K -3,195 -6%