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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Aprio Wealth Management
Georgia
$1.37M -$1.3M -26,002 -49%
BWM
202
BCGM Wealth Management
Indiana
$1.37M -$326K -6,515 -19%
PG
203
Proffitt & Goodson
Tennessee
$1.36M +$1M +20,023 +279%
Allianz Asset Management
204
Allianz Asset Management
Germany
$1.36M +$1.36M +27,140 New
MTWM
205
Masso Torrence Wealth Management
New Jersey
$1.35M +$813K +16,235 +151%
SCA
206
Sandy Cove Advisors
Massachusetts
$1.34M -$54.3K -1,085 -4%
UCFA
207
United Capital Financial Advisors
Texas
$1.32M +$114K +2,286 +9%
CA
208
Cetera Advisors
Colorado
$1.32M -$194K -3,878 -13%
CCM
209
Condor Capital Management
New Jersey
$1.3M -$2.08M -41,601 -62%
PWM
210
Perigon Wealth Management
California
$1.28M -$1.05M -21,005 -45%
SCP
211
Syntal Capital Partners
Texas
$1.27M -$417K -8,334 -25%
HCP
212
Hexagon Capital Partners
Arkansas
$1.26M -$31.7K -632 -2%
PFO
213
Pathstone Family Office
New Jersey
$1.24M +$1.24M +24,681 New
LIM
214
Leavell Investment Management
Alabama
$1.23M +$214K +4,276 +21%
EWA
215
Encompass Wealth Advisors
Oregon
$1.22M -$192K -3,840 -14%
WPW
216
Waldron Private Wealth
Pennsylvania
$1.19M -$4.61M -92,093 -79%
US Bancorp
217
US Bancorp
Minnesota
$1.18M – – –
ASN
218
Advisory Services Network
Georgia
$1.15M -$70.8K -1,414 -6%
LIG
219
Lokken Investment Group
Delaware
$1.15M +$214K +4,265 +23%
OSNBOA
220
Old Second National Bank of Aurora
Illinois
$1.14M -$388K -7,746 -25%
CFA
221
Capstone Financial Advisors
Illinois
$1.14M -$722K -14,415 -39%
BWS
222
BCR Wealth Strategies
Alabama
$1.14M +$274K +5,474 +32%
TFGT
223
TS Financial Group (TSFG)
Illinois
$1.13M – – –
SWM
224
SeaCrest Wealth Management
New York
$1.1M -$120K -2,403 -10%
QPWM
225
Quadrant Private Wealth Management
Pennsylvania
$1.1M +$120K +2,402 +12%