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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
126
Guidance Point Advisors
Massachusetts
$1.58M -$1.01K -20 -0.1%
GA
127
Gateway Advisory
New Jersey
$1.56M +$164K +3,247 +12%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$1.44M +$1.07M +21,260 +296%
AF
129
Allworth Financial
California
$1.37M -$8.7K -172 -0.6%
FWP
130
FAS Wealth Partners
Kansas
$1.36M -$2.42M -47,837 -64%
HCP
131
Hexagon Capital Partners
Arkansas
$1.35M +$1.35M +26,680 New
IA
132
IFP Advisors
Florida
$1.32M +$875K +17,311 +199%
SRC
133
Shufro Rose & Co
New York
$1.31M +$167K +3,300 +15%
GC
134
Guggenheim Capital
Illinois
$1.29M -$25.3K -500 -2%
NA
135
NewEdge Advisors
Louisiana
$1.26M +$504K +9,962 +66%
AAS
136
Avantax Advisory Services
Texas
$1.26M +$1.26M +25,011 New
MWM
137
Mission Wealth Management
California
$1.25M +$1.25M +24,762 New
GAM
138
Gould Asset Management
California
$1.21M +$1.21M +23,850 New
MA
139
Mutual Advisors
Nebraska
$1.18M +$707K +13,980 +149%
PFM
140
Phillips Financial Management
Indiana
$1.13M -$202K -4,002 -15%
HWM
141
Howard Wealth Management
Connecticut
$1.09M +$303K +5,990 +38%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1.09M
SWM
143
SeaCrest Wealth Management
New York
$1.09M +$300K +5,932 +38%
SCP
144
Syntal Capital Partners
Texas
$1.06M +$111K +2,193 +12%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$1.05M +$580K +11,482 +125%
Kovitz Investment Group Partners
146
Kovitz Investment Group Partners
Illinois
$1.04M +$1.04M +20,550 New
RWA
147
Redhawk Wealth Advisors
Minnesota
$1.02M -$6.18M -122,233 -86%
IGGA
148
Iron Gate Global Advisors
Utah
$1M -$123K -2,438 -11%
SAS
149
Stelac Advisory Services
New York
$1M +$1,000K +19,778 New
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$986K +$254K +5,028 +35%