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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
101
Shufro Rose & Co
New York
$5.33M -$291K -5,748 -5%
BWA
102
Burt Wealth Advisors
Maryland
$5.09M +$4.15M +81,888 +446%
SAM
103
SP Asset Management
California
$5.08M +$41.8K +825 +0.8%
AWMS
104
Advocacy Wealth Management Services
Georgia
$4.94M -$642K -12,671 -12%
AWM
105
Ariadne Wealth Management
California
$4.86M -$1.34M -26,461 -22%
HighTower Advisors
106
HighTower Advisors
Illinois
$4.86M +$311K +6,150 +7%
BPA
107
Beacon Pointe Advisors
California
$4.85M +$4.22M +83,373 +689%
FGAM
108
Financial Gravity Asset Management
Texas
$4.76M +$4.75M +93,805 New
WA
109
Wealth Architects
California
$4.72M +$174K +3,432 +4%
WCM
110
WealthBridge Capital Management
Ohio
$4.68M +$283K +5,585 +6%
RFG
111
RFP Financial Group
Georgia
$4.62M +$349K +6,883 +8%
SF
112
Summit Financial
New Jersey
$4.62M +$4.61M +90,954 New
APIM
113
Agate Pass Investment Management
Washington
$4.57M -$1.51M -29,740 -25%
BWS
114
BCR Wealth Strategies
Alabama
$4.52M +$806K +15,913 +22%
MKW
115
Mullaney, Keating & Wright
Connecticut
$4.41M +$210K +4,140 +5%
BFPW
116
BOK Financial Private Wealth
Colorado
$4.41M +$43.9K +866 +1%
CA
117
Capital Advantage
California
$4.35M -$138K -2,722 -3%
WWM
118
WT Wealth Management
Arizona
$4.27M -$265K -5,239 -6%
PIA
119
Panoramic Investment Advisors
Colorado
$4.22M +$209K +4,128 +5%
FAM
120
Forte Asset Management
New York
$4.15M -$1M -19,840 -20%
SB
121
Semitam Bonam
New York
$4.14M -$128K -2,527 -3%
TWP
122
Tempus Wealth Planning
California
$4.11M +$16.9K +334 +0.4%
SPC
123
Sigma Planning Corp
Michigan
$4.1M +$939K +18,533 +30%
RIA
124
Realta Investment Advisors
Delaware
$4.04M +$977K +19,301 +32%
MAFA
125
MJT & Associates Financial Advisory
Minnesota
$3.98M +$3.94M +77,902 +12,708%