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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$3.93M -$80.4K -1,588 -2%
WA
127
Waverly Advisors
Alabama
$3.9M -$65.9K -1,301 -2%
NAS
128
NWF Advisory Services
California
$3.9M +$2.8M +55,214 +255%
ZF
129
Zhang Financial
Michigan
$3.83M +$104K +2,047 +3%
PGAM
130
Princeton Global Asset Management
New Jersey
$3.83M +$67.5K +1,332 +2%
MSAM
131
Moloney Securities Asset Management
Missouri
$3.73M +$1.03M +20,408 +38%
FM
132
Family Management
New York
$3.71M -$537K -10,595 -13%
PFM
133
Phillips Financial Management
Indiana
$3.69M -$464K -9,162 -11%
HCM
134
Howland Capital Management
Massachusetts
$3.68M +$115K +2,262 +3%
SC
135
Slow Capital
California
$3.65M +$273K +5,384 +8%
PCIA
136
Prime Capital Investment Advisors
Kansas
$3.54M -$34.3K -677 -1%
OFP
137
OFC Financial Planning
New Jersey
$3.52M -$605K -11,950 -15%
SFA
138
Sequoia Financial Advisors
Ohio
$3.46M +$3.09M +61,079 +865%
RF
139
RHS Financial
California
$3.17M +$472K +9,320 +18%
KF
140
Krilogy Financial
Missouri
$3.15M +$1.25M +24,680 +66%
CMMS
141
Comprehensive Money Management Services
Florida
$3.09M +$453K +8,950 +17%
IIA
142
Integral Investment Advisors
California
$3.06M +$28.8K +569 +1%
PIWA
143
Prevail Innovative Wealth Advisors
Kansas
$3.03M +$3.02M +59,634 New
PWMA
144
Pension & Wealth Management Advisors
Massachusetts
$2.96M -$2.24M -44,310 -43%
SA
145
Sanctuary Advisors
Indiana
$2.84M +$681K +13,452 +32%
AWE
146
Avidian Wealth Enterprises
Texas
$2.83M +$466K +9,211 +20%
CFC
147
Client First Capital
California
$2.83M +$2.82M +55,695 New
PS
148
Principal Securities
Iowa
$2.82M +$37K +730 +1%
SWM
149
StoneCrest Wealth Management
Arizona
$2.73M +$358K +7,076 +15%
Morgan Stanley
150
Morgan Stanley
New York
$2.73M -$181K -3,574 -6%