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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$728K +$516K +10,273 +242%
RPSA
227
Richard P. Slaughter Associates
Texas
$724K -$202K -4,016 -22%
NL
228
NWAM LLC
Washington
$716K +$11.4K +227 +2%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$710K +$67.9K +1,350 +11%
SWM
230
Spire Wealth Management
Virginia
$688K +$151K +3,003 +28%
SCA
231
Stokes Capital Advisors
South Carolina
$685K +$686K +13,650 New
TPWA
232
TRUE Private Wealth Advisors
Oregon
$677K -$144K -2,860 -17%
AP
233
Appleton Partners
Massachusetts
$676K +$678K +13,483 New
IIC
234
Ironwood Investment Counsel
Arizona
$649K -$764K -15,197 -54%
SRC
235
Sage Rhino Capital
California
$633K – – –
AP
236
Americana Partners
Texas
$631K +$87.6K +1,742 +16%
FCIM
237
Fairview Capital Investment Management
California
$614K – – –
CPW
238
Catalyst Private Wealth
California
$602K – – –
BCA
239
Bay Colony Advisors
Massachusetts
$599K +$26K +518 +5%
PS
240
Portfolio Solutions
Michigan
$597K +$599K +11,911 New
PCFFS
241
Pacific Center for Financial Services
California
$590K -$262K -5,208 -31%
FSA
242
Financial Sense Advisors
California
$590K +$592K +11,774 New
T
243
TCWP
Ohio
$588K -$52.4K -1,042 -8%
SFS
244
Searcy Financial Services
Kansas
$585K +$18.1K +360 +3%
SPIA
245
Steward Partners Investment Advisory
New York
$573K +$149K +2,971 +35%
WANY
246
Wealthspire Advisors (New York)
New York
$571K -$333K -6,620 -37%
WA
247
Wealth Architects
California
$551K +$9.2K +183 +2%
MTWM
248
Masso Torrence Wealth Management
New Jersey
$540K +$541K +10,768 New
ACM
249
Advisors Capital Management
New Jersey
$529K -$272K -5,411 -34%
OPS
250
Orion Portfolio Solutions
Nebraska
$527K +$129K +2,560 +32%
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