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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$2.48M +$330K +6,524 +15%
IIC
127
Ironwood Investment Counsel
Arizona
$2.33M -$53.2K -1,053 -2%
MWM
128
Maltin Wealth Management
New Jersey
$2.27M -$1.32M -26,171 -37%
Morgan Stanley
129
Morgan Stanley
New York
$2.27M +$1.96M +38,740 +633%
TFGT
130
TS Financial Group (TSFG)
Illinois
$2.23M -$318K -6,284 -12%
ST
131
Spinnaker Trust
Maine
$2.15M -$451K -8,925 -17%
AF
132
Advisornet Financial
Minnesota
$2.09M +$266K +5,260 +15%
FA
133
Fortis Advisors
Pennsylvania
$1.99M +$3.03K +60 +0.2%
BWM
134
Birchcreek Wealth Management
Ohio
$1.87M +$1.87M +37,076 New
EWA
135
Encompass Wealth Advisors
Oregon
$1.86M +$1.86M +36,890 New
BCA
136
Bay Colony Advisors
Massachusetts
$1.85M -$198K -3,909 -10%
GA
137
Gateway Advisory
New Jersey
$1.82M +$261K +5,156 +17%
BA
138
Bristlecone Advisors
Washington
$1.75M +$166K +3,289 +11%
BWM
139
BCGM Wealth Management
Indiana
$1.72M +$1.72M +34,089 New
LIG
140
Lokken Investment Group
Delaware
$1.7M +$1.7M +33,630 New
SWA
141
Stratos Wealth Advisors
Ohio
$1.65M +$1.18M +23,346 +249%
CA
142
Corrado Advisors
New Jersey
$1.64M
Citigroup
143
Citigroup
New York
$1.57M -$338K -6,683 -18%
NA
144
NewEdge Advisors
Louisiana
$1.51M +$250K +4,954 +20%
CAM
145
Crestone Asset Management
Colorado
$1.5M +$1.5M +29,685 New
CSPAM
146
Cary Street Partners Asset Management
Virginia
$1.49M +$1.49M +29,464 New
CIAS
147
Capital Investment Advisory Services
North Carolina
$1.36M -$1.99M -39,405 -59%
NL
148
NWAM LLC
Washington
$1.34M +$1.34M +26,462 New
AWM
149
Altus Wealth Management
Kentucky
$1.33M +$1.08M +21,280 +427%
HCP
150
Hexagon Capital Partners
Arkansas
$1.32M -$29.2K -578 -2%