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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
201
Bray Capital Advisors
Florida
$1.02M -$240K -4,760 -19%
TC
202
TAGStone Capital
North Carolina
$1.02M +$259K +5,123 +34%
SWM
203
StoneCrest Wealth Management
Arizona
$1.02M +$88.6K +1,756 +10%
BA
204
Bristlecone Advisors
Washington
$1.01M +$93.3K +1,849 +10%
HT
205
Heritage Trust
Oklahoma
$1M
IA
206
IFP Advisors
Florida
$995K -$1.23M -24,278 -55%
SCA
207
Sandy Cove Advisors
Massachusetts
$982K -$15.6K -309 -2%
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$973K +$263K +5,213 +37%
TFGT
209
TS Financial Group (TSFG)
Illinois
$962K -$107K -2,120 -10%
MWM
210
Mascoma Wealth Management
New Hampshire
$956K -$741K -14,693 -44%
WFA
211
Wells Financial Advisors
Massachusetts
$934K -$118K -2,345 -11%
CCWA
212
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$917K +$17.9K +355 +2%
WAM
213
WNY Asset Management
New York
$890K +$25.8K +512 +3%
BCM
214
Boltwood Capital Management
California
$890K
WMG
215
WESCAP Management Group
California
$883K -$40.1K -794 -4%
WANY
216
Wealthspire Advisors (New York)
New York
$872K +$23.9K +473 +3%
CFG
217
Clayton Financial Group
Missouri
$871K -$424K -8,407 -33%
OIA
218
OneDigital Investment Advisors
Kansas
$836K -$20.8K -413 -2%
FHA
219
Flagship Harbor Advisors
Massachusetts
$833K +$831K +16,471 New
TC
220
TownSquare Capital
Utah
$826K +$43.4K +860 +6%
SRC
221
Shufro Rose & Co
New York
$820K +$389K +7,706 +91%
SFG
222
SevenBridge Financial Group
Pennsylvania
$807K +$152K +3,015 +23%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$801K +$177K +3,504 +28%
CAC
224
Certified Advisory Corp
Florida
$795K +$118K +2,332 +17%
WCP
225
Wick Capital Partners
Pennsylvania
$794K +$19.9K +395 +3%