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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Tempus Wealth Planning
California
$4.15M -$3.45M -69,126 -45%
FAM
127
Forte Asset Management
New York
$4.1M -$3.56M -71,300 -47%
PGAM
128
Princeton Global Asset Management
New Jersey
$4.09M +$381K +7,634 +10%
WCM
129
WealthBridge Capital Management
Ohio
$3.93M -$325K -6,498 -8%
HWAM
130
Hennion & Walsh Asset Management
New Jersey
$3.88M +$3.3K +66 +0.1%
SRWM
131
Shira Ridge Wealth Management
California
$3.87M +$3.86M +77,251 New
CCM
132
Crabel Capital Management
California
$3.8M +$3.79M +75,870 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$3.6M +$182K +3,649 +5%
CAM
134
Crestone Asset Management
Colorado
$3.59M +$2.44M +48,827 +214%
TYCC
135
Texas Yale Capital Corp
Florida
$3.57M -$1.07M -21,486 -23%
RIA
136
Regal Investment Advisors
Michigan
$3.56M +$3.56M +71,234 New
AWMS
137
Advocacy Wealth Management Services
Georgia
$3.46M +$449K +8,990 +15%
FWA
138
FOCUS Wealth Advisors
Texas
$3.42M +$156K +3,126 +5%
SFS
139
Sowell Financial Services
Arkansas
$3.32M +$507K +10,139 +18%
HIF
140
Hill Island Financial
Michigan
$3.28M +$3.28M +65,597 New
SRC
141
Sage Rhino Capital
California
$3.26M +$3.25M +65,106 New
PIA
142
Panoramic Investment Advisors
Colorado
$3.24M +$3.24M +64,759 New
VIM
143
Vista Investment Management
Pennsylvania
$3.22M -$796K -15,926 -20%
ZIM
144
Zacks Investment Management
Illinois
$3.22M -$173K -3,454 -5%
OC
145
Oppenheimer & Co
New York
$3.15M +$3.15M +63,014 New
PMG
146
ProVise Management Group
Florida
$3.1M +$3.1M +61,964 New
GWAM
147
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.09M -$196K -3,930 -6%
BWM
148
BCGM Wealth Management
Indiana
$3.08M -$178K -3,567 -5%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$3.07M -$3.68M -73,648 -55%
WWM
150
WT Wealth Management
Arizona
$3.07M +$210K +4,207 +7%