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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Castle Wealth Management
Florida
$4.57M +$4.57M +90,188 New
JCM
127
Jacobi Capital Management
Pennsylvania
$4.55M +$98.3K +1,942 +2%
IAA
128
Independent Advisor Alliance
North Carolina
$4.51M +$4.51M +89,177 New
MWM
129
Maimon Wealth Management
Israel
$4.51M -$426K -8,410 -9%
CPIG
130
Chicago Partners Investment Group
Illinois
$4.44M -$13.1K -258 -0.3%
APIM
131
Agate Pass Investment Management
Washington
$4.28M +$328K +6,478 +8%
RIA
132
Realta Investment Advisors
Delaware
$4.25M +$193K +3,813 +5%
LWM
133
LongView Wealth Management
Georgia
$4.17M -$2.36M -46,524 -36%
BWS
134
BCR Wealth Strategies
Alabama
$4.17M +$92.2K +1,821 +2%
SF
135
Summit Financial
New Jersey
$4.11M -$5.77M -113,936 -58%
SPIA
136
Steward Partners Investment Advisory
New York
$4.02M -$16.3K -321 -0.4%
PGAM
137
Princeton Global Asset Management
New Jersey
$4M +$107K +2,118 +3%
VFP
138
Vilga Financial Planning
New Jersey
$3.99M +$1.2M +23,694 +43%
B
139
Barings
North Carolina
$3.98M
IIA
140
Integral Investment Advisors
California
$3.96M -$142K -2,814 -3%
BFPW
141
BOK Financial Private Wealth
Colorado
$3.84M -$177K -3,502 -4%
HOWA
142
Hudson Oak Wealth Advisory
New Jersey
$3.79M +$115K +2,265 +3%
Northern Trust
143
Northern Trust
Illinois
$3.78M
AAS
144
Ameritas Advisory Services
Nebraska
$3.78M +$1.03M +20,422 +38%
KF
145
Krilogy Financial
Missouri
$3.73M -$700K -13,819 -16%
HCM
146
Howland Capital Management
Massachusetts
$3.7M +$85.5K +1,689 +2%
FFA
147
Farther Finance Advisors
California
$3.66M +$1.26M +24,819 +52%
WA
148
Waverly Advisors
Alabama
$3.62M -$135K -2,669 -4%
GIA
149
Guyasuta Investment Advisors
Pennsylvania
$3.6M +$3.6M +71,126 New
CWM
150
Cahaba Wealth Management
Georgia
$3.59M +$2.62M +51,717 +269%