We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
226
Shira Ridge Wealth Management
California
$825K -$1.52M -29,967 -65%
WCP
227
Wick Capital Partners
Pennsylvania
$822K -$16.2K -321 -2%
CNBT
228
Canandaigua National Bank & Trust
New York
$822K +$819K +16,200 New
CFG
229
Clayton Financial Group
Missouri
$817K -$325K -6,419 -29%
TFGT
230
TS Financial Group (TSFG)
Illinois
$814K -$92.6K -1,830 -10%
OIA
231
OneDigital Investment Advisors
Kansas
$784K
CMP
232
Courage Miller Partners
Virginia
$771K
VP
233
Verum Partners
North Carolina
$771K -$115K -2,276 -13%
HCP
234
Hexagon Capital Partners
Arkansas
$760K -$35.2K -696 -4%
WFA
235
Wells Financial Advisors
Massachusetts
$746K -$143K -2,833 -16%
Wealthfront Advisers
236
Wealthfront Advisers
California
$746K -$38.7K -765 -5%
RA
237
RFG Advisory
Alabama
$727K -$4.21M -83,301 -85%
AP
238
Atwood & Palmer
Missouri
$724K -$7.59K -150 -1%
JCM
239
Jacobi Capital Management
Pennsylvania
$713K -$31K -612 -4%
TC
240
TAGStone Capital
North Carolina
$705K -$357K -7,065 -34%
RWI
241
Red Wave Investments
Pennsylvania
$702K -$20K -395 -3%
OWA
242
Octavia Wealth Advisors
Ohio
$696K -$1.47K -29 -0.2%
CAC
243
Certified Advisory Corp
Florida
$693K -$81K -1,602 -10%
WANY
244
Wealthspire Advisors (New York)
New York
$670K +$25K +495 +4%
RW
245
REDW Wealth
New Mexico
$666K +$24.9K +492 +4%
EWA
246
Elevate Wealth Advisory
Georgia
$663K +$140K +2,772 +27%
LEFP
247
Leading Edge Financial Planning
Tennessee
$662K +$46.9K +927 +8%
CFS
248
CGC Financial Services
Oregon
$646K -$53.5K -1,058 -8%
EAM
249
Evanson Asset Management
California
$644K
NFG
250
Nations Financial Group
Iowa
$640K -$2.47M -48,802 -79%