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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
226
Maryland Capital Advisors
Maryland
$1.09M – – –
SG
227
Stonnington Group
California
$1.09M +$191K +3,825 +21%
SWM
228
SeaCrest Wealth Management
New York
$1.09M -$12K -240 -1%
ACP
229
Aveo Capital Partners
Colorado
$1.08M +$636K +12,712 +143%
RCAG
230
Rehmann Capital Advisory Group
Michigan
$1.06M +$121K +2,420 +13%
RWI
231
Red Wave Investments
Pennsylvania
$1.06M – – –
OSNBOA
232
Old Second National Bank of Aurora
Illinois
$1.04M -$96K -1,919 -8%
EWA
233
Encompass Wealth Advisors
Oregon
$1.03M -$185K -3,700 -15%
MWM
234
Mattern Wealth Management
Kansas
$1.01M – – –
BA
235
Bristlecone Advisors
Washington
$1M -$380K -7,596 -27%
PWM
236
Perigon Wealth Management
California
$1M -$279K -5,583 -22%
TCM
237
Tradewinds Capital Management
Washington
$1M +$4.05K +81 +0.4%
LIM
238
Leavell Investment Management
Alabama
$998K -$228K -4,555 -19%
CCWA
239
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$996K – – –
VA
240
Valmark Advisers
Ohio
$993K +$65K +1,300 +7%
HT
241
Heritage Trust
Oklahoma
$992K – – –
AAS
242
Avantax Advisory Services
Texas
$977K +$24.9K +497 +3%
RPGK
243
Retirement Planning Group (Kansas)
Kansas
$959K -$524K -10,480 -35%
BPA
244
Beacon Pointe Advisors
California
$942K -$5.13M -102,606 -84%
WAM
245
WNY Asset Management
New York
$942K +$59.9K +1,197 +7%
WMG
246
WESCAP Management Group
California
$929K – – –
AF
247
Advisornet Financial
Minnesota
$918K +$32.5K +650 +4%
AWM
248
Aprio Wealth Management
Georgia
$916K -$453K -9,045 -33%
WPW
249
Waldron Private Wealth
Pennsylvania
$914K -$279K -5,573 -23%
SWP
250
Stratos Wealth Partners
Ohio
$907K +$703K +14,045 +343%
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