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PGIM Ultra Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
201
SageView Advisory Group
California
$595K
IWP
202
Insight Wealth Partners
Texas
$589K -$166K -3,356 -22%
WAM
203
WNY Asset Management
New York
$555K +$42.1K +849 +8%
NP
204
NorthRock Partners
Minnesota
$544K
PCMC
205
Private Capital Management (Colorado)
Colorado
$544K -$178K -3,579 -25%
CIA
206
Concurrent Investment Advisors
Florida
$526K +$525K +10,593 New
SFS
207
Sowell Financial Services
Arkansas
$525K +$524K +10,563 New
FWM
208
Focused Wealth Management
New York
$518K +$7.29K +147 +1%
ACM
209
ADAR1 Capital Management
Texas
$497K
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$471K +$471K +9,486 New
IAN
211
Integrated Advisors Network
Texas
$465K +$152K +3,065 +49%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$456K +$3.42K +69 +0.8%
WEG
213
World Equity Group
Illinois
$430K +$429K +8,656 New
WWM
214
Western Wealth Management
Colorado
$429K +$429K +8,640 New
SAM
215
Smartleaf Asset Management
Massachusetts
$426K +$425K +8,577 New
GC
216
Gratus Capital
Georgia
$419K +$418K +8,423 New
CF
217
Cyr Financial
Illinois
$417K +$416K +8,382 New
GVAG
218
Great Valley Advisor Group
Delaware
$413K -$296K -5,974 -42%
EWA
219
EverSource Wealth Advisors
Alabama
$406K +$43.4K +875 +12%
LCWP
220
Legacy Capital Wealth Partners
Arkansas
$403K +$402K +8,110 New
TW
221
Transform Wealth
Colorado
$379K +$50 +1 +0%
EFS
222
Essex Financial Services
Connecticut
$376K -$78.1K -1,575 -17%
CCFM
223
Clear Creek Financial Management
Washington
$374K +$2.68K +54 +0.7%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$372K -$8.73K -176 -2%
KW
225
KWB Wealth
California
$372K