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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
101
Farrow Financial
Vermont
$4.5M +$1.03M +20,317 +30%
WA
102
Waverly Advisors
Alabama
$4.44M -$436K -8,641 -9%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$4.42M -$883K -17,492 -17%
PCP
104
Proficio Capital Partners
Massachusetts
$4.35M -$181K -3,595 -4%
KPWS
105
Kestra Private Wealth Services
Texas
$4.25M -$5.82M -115,257 -58%
HighTower Advisors
106
HighTower Advisors
Illinois
$4.05M -$2.47M -48,877 -38%
AWM
107
Avaii Wealth Management
Wisconsin
$4.02M +$793K +15,724 +25%
MOS
108
MGO One Seven
Ohio
$3.99M -$84.8K -1,680 -2%
CM
109
Cornerstone Management
Georgia
$3.92M +$69.8K +1,383 +2%
PWMA
110
Pension & Wealth Management Advisors
Massachusetts
$3.92M -$741K -14,690 -16%
PGAM
111
Princeton Global Asset Management
New Jersey
$3.91M -$94.3K -1,869 -2%
LRWA
112
Long Run Wealth Advisors
New York
$3.91M -$1.27M -25,217 -25%
KAS
113
Kestra Advisory Services
Texas
$3.65M +$1.2M +23,714 +49%
BCM
114
Brookstone Capital Management
Illinois
$3.5M -$50.7K -1,004 -1%
GA
115
Gateway Advisory
New Jersey
$3.4M -$1.31M -25,953 -28%
PCIA
116
Prime Capital Investment Advisors
Kansas
$3.34M +$1.49M +29,624 +81%
RIA
117
Regal Investment Advisors
Michigan
$3.32M -$270K -5,357 -8%
WCM
118
WealthBridge Capital Management
Ohio
$3.31M +$37.3K +739 +1%
SPIA
119
Steward Partners Investment Advisory
New York
$3.29M +$388K +7,698 +13%
BW
120
Bison Wealth
Georgia
$3.26M -$206K -4,091 -6%
RFG
121
RFP Financial Group
Georgia
$3.26M +$96.7K +1,916 +3%
BIAS
122
Beacon Investment Advisory Services
New Jersey
$3.24M -$309K -6,116 -9%
VIM
123
Vista Investment Management
Pennsylvania
$3.23M +$5.55K +110 +0.2%
WWS
124
Wellington Wealth Strategies
Indiana
$3.19M -$207K -4,102 -6%
BWS
125
BCR Wealth Strategies
Alabama
$3.12M +$1.13M +22,305 +56%