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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
151
Bogart Wealth LLC
Virginia
$2.02M -$10.7M -212,223 -84%
CFC
152
Client First Capital
California
$2.02M +$2.02M +40,000 New
KAS
153
Kestra Advisory Services
Texas
$2.01M -$5.57M -110,473 -73%
AC
154
Applied Capital
Arkansas
$2M +$163K +3,241 +9%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.99M +$16.3K +324 +0.8%
CFA
156
Capstone Financial Advisors
Illinois
$1.93M -$892K -17,679 -32%
TC
157
TAGStone Capital
North Carolina
$1.88M +$1.89M +37,386 New
SL
158
Systelligence LLC
Minnesota
$1.81M -$60.9K -1,208 -3%
NA
159
NewEdge Advisors
Louisiana
$1.78M +$449K +8,911 +34%
OPOWM
160
One Plus One Wealth Management
Florida
$1.78M +$1.37M +27,164 +335%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$1.77M +$248K +4,915 +16%
AWM
162
Altus Wealth Management
Kentucky
$1.76M +$205K +4,072 +13%
KNFPWM
163
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.75M +$1.75M +34,767 New
BWM
164
Birchcreek Wealth Management
Ohio
$1.74M -$70.7K -1,402 -4%
MWM
165
Maltin Wealth Management
New Jersey
$1.73M -$45.8K -909 -3%
YIA
166
YHB Investment Advisors
Connecticut
$1.69M +$1.7M +33,620 New
MCA
167
Maryland Capital Advisors
Maryland
$1.68M +$1.68M +33,388 New
BWM
168
BCGM Wealth Management
Indiana
$1.65M +$168K +3,329 +11%
SCP
169
Syntal Capital Partners
Texas
$1.63M +$57.9K +1,148 +4%
GF
170
Gries Financial
Ohio
$1.62M +$84.3K +1,672 +5%
CPP
171
Capasso Planning Partners
South Carolina
$1.58M +$1.58M +31,304 New
CWC
172
Carolinas Wealth Consulting
North Carolina
$1.54M +$202K +3,996 +15%
BA
173
Bristlecone Advisors
Washington
$1.53M -$260K -5,153 -14%
PWM
174
Perigon Wealth Management
California
$1.53M +$633K +12,551 +71%
BOH
175
Bank of Hawaii
Hawaii
$1.49M +$1.49M +29,643 New