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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cahaba Wealth Management
Georgia
$1.05M +$1.05M +20,820 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$1.04M +20,535 New
HT
203
Heritage Trust
Oklahoma
$1M +$1M +19,837 New
GAM
204
Gould Asset Management
California
$992K +$75.7K +1,502 +8%
RWA
205
RGT Wealth Advisors
Texas
$973K -$669K -13,268 -41%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$969K -$180K -3,571 -16%
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$962K +$726K +14,394 +307%
JWCA
208
J.W. Cole Advisors
Florida
$949K +$950K +18,836 New
BWS
209
BCR Wealth Strategies
Alabama
$943K +$944K +18,724 New
RPSA
210
Richard P. Slaughter Associates
Texas
$930K -$461K -9,145 -33%
SF
211
Synovus Financial
Georgia
$927K +$928K +18,400 New
HWM
212
Howard Wealth Management
Connecticut
$917K -$124K -2,463 -12%
WANY
213
Wealthspire Advisors (New York)
New York
$907K -$22.2K -441 -2%
LIM
214
Leavell Investment Management
Alabama
$884K +$884K +17,535 New
SEP
215
Southland Equity Partners
Missouri
$877K -$92.8K -1,840 -10%
WI
216
Wintrust Investments
Illinois
$858K -$233K -4,618 -21%
AP
217
Agilis Partners
Massachusetts
$857K
PCFFS
218
Pacific Center for Financial Services
California
$856K -$312K -6,183 -27%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$826K -$99.6K -1,975 -11%
TWC
220
TD Waterhouse Canada
Ontario, Canada
$822K +$768K +15,237 New
BPA
221
Beacon Pointe Advisors
California
$808K -$821K -16,278 -50%
ACM
222
Advisors Capital Management
New Jersey
$804K -$170K -3,371 -17%
PG
223
Proffitt & Goodson
Tennessee
$782K -$6.91K -137 -0.9%
CA
224
Corrado Advisors
New Jersey
$773K -$68.1K -1,350 -8%
MA
225
Mutual Advisors
Nebraska
$747K -$65.6K -1,300 -8%