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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
126
Valley Forge Investment Consultants
Pennsylvania
$2.49M +$285K +5,651 +13%
CWM
127
Connecticut Wealth Management
Connecticut
$2.45M -$179K -3,542 -7%
SWM
128
Sugarloaf Wealth Management
Georgia
$2.29M +$2.27M +44,960 +14,550%
EIA
129
Eldridge Investment Advisors
New Hampshire
$2.28M -$76.9K -1,523 -3%
HI
130
Harbour Investments
Wisconsin
$2.24M +$58.2K +1,152 +3%
ZF
131
Zhang Financial
Michigan
$2.16M +$908K +17,974 +72%
HFS
132
Horizon Financial Services
North Carolina
$2.15M -$3.95M -78,235 -65%
IIC
133
Ironwood Investment Counsel
Arizona
$2.05M +$91K +1,802 +5%
CIAS
134
CBIZ Investment Advisory Services
Ohio
$2.05M
EF
135
Exeter Financial
Arizona
$2.04M +$2.04M +40,419 New
CSPAM
136
Cary Street Partners Asset Management
Virginia
$2.02M -$83.8K -1,659 -4%
FA
137
Fortis Advisors
Pennsylvania
$2.01M +$11.2K +222 +0.6%
Vontobel Holding
138
Vontobel Holding
Switzerland
$2M +$2M +39,588 New
Deutsche Bank
139
Deutsche Bank
Germany
$2M +$1.51M +29,916 +312%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$1.99M +$1.91M +37,899 +2,527%
MWM
141
Maltin Wealth Management
New Jersey
$1.98M +$304K +6,028 +18%
RPSA
142
Richard P. Slaughter Associates
Texas
$1.97M -$365K -7,228 -16%
GA
143
Gateway Advisory
New Jersey
$1.92M +$16.9K +335 +0.9%
EWA
144
Encompass Wealth Advisors
Oregon
$1.88M -$19.7K -390 -1%
SAG
145
Spotlight Asset Group
Illinois
$1.87M -$4.32M -85,507 -70%
SB
146
Strategic Blueprint
Georgia
$1.83M +$480K +9,505 +36%
BWM
147
Birchcreek Wealth Management
Ohio
$1.8M +$31.5K +623 +2%
AC
148
Applied Capital
Arkansas
$1.76M +$856K +16,948 +95%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$1.75M +$1.05M +20,834 +150%
BA
150
Bristlecone Advisors
Washington
$1.73M -$8.84K -175 -0.5%