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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
126
Summit Wealth Group
Vermont
$787K +$299K +5,944 +62%
SWM
127
SeaCrest Wealth Management
New York
$785K +$783K +15,534 New
NA
128
NewEdge Advisors
Louisiana
$761K -$359K -7,120 -32%
CWA
129
Capital Wealth Alliance
Arizona
$758K +$756K +15,008 New
Citigroup
130
Citigroup
New York
$738K +$438K +8,685 +147%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$731K +$729K +14,466 New
EWA
132
EP Wealth Advisors
California
$708K -$4.48M -88,940 Closed
AP
133
Americana Partners
Texas
$684K +$682K +13,530 New
DBT
134
Dubuque Bank & Trust
Iowa
$679K +$98.2K +1,949 +17%
FM
135
Family Management
New York
$651K +$648K +12,866 New
IA
136
IFG Advisory
Georgia
$647K +$645K +12,800 New
PWM
137
Perigon Wealth Management
California
$646K +$643K +12,770 New
BA
138
Bristlecone Advisors
Washington
$613K +$610K +12,115 New
GG
139
Gofen & Glossberg
Illinois
$602K -$25.2K -500 -4%
OMC
140
Old Mission Capital
Illinois
$593K +$295K +5,858 +100%
CAC
141
Certified Advisory Corp
Florida
$579K +$300K +5,962 +109%
NL
142
NWAM LLC
Washington
$564K +$561K +11,146 New
CCM
143
Canal Capital Management
Virginia
$557K +$555K +11,013 New
TP
144
Tranquility Partners
Tennessee
$550K +$548K +10,870 New
CA
145
Cetera Advisors
Colorado
$548K +$268K +5,322 +96%
CHP
146
Cable Hill Partners
Oregon
$539K +$2.42K +48 +0.5%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$520K +$198K +3,927 +62%
WP
148
WealthShield Partners
North Carolina
$506K +$504K +10,000 New
PO
149
Private Ocean
California
$505K +$504K +10,000 New
TPWA
150
TRUE Private Wealth Advisors
Oregon
$503K +$501K +9,954 New