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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$629K +$627K +12,405 New
SEP
252
Southland Equity Partners
Missouri
$626K -$12.7K -251 -2%
ONSWM
253
Old North State Wealth Management
North Carolina
$622K +$355K +7,009 +134%
ACM
254
Alpha Capital Management
Texas
$622K -$854K -16,875 -58%
MCA
255
Maryland Capital Advisors
Maryland
$620K -$708 -14 -0.1%
SFG
256
SevenBridge Financial Group
Pennsylvania
$603K – – –
SCA
257
Sandy Cove Advisors
Massachusetts
$597K -$700K -13,836 -54%
AGA
258
Arkos Global Advisors
Texas
$595K – – –
BIA
259
Bell Investment Advisors
California
$586K -$515K -10,189 -47%
NCM
260
New Capital Management
Texas
$585K +$860 +17 +0.1%
RCG
261
Regatta Capital Group
California
$583K +$328K +6,475 +129%
WAM
262
WNY Asset Management
New York
$577K -$299K -5,905 -34%
IPA
263
Investment Planning Advisors
Georgia
$577K – – –
CFA
264
Capstone Financial Advisors
Illinois
$576K +$7.99K +158 +1%
PA
265
Prossimo Advisors
California
$575K – – –
TFG
266
Tilson Financial Group
New Jersey
$571K – – –
YIA
267
YHB Investment Advisors
Connecticut
$569K +$7.84K +155 +1%
MWM
268
Mascoma Wealth Management
New Hampshire
$558K -$196K -3,879 -26%
SI
269
Seeds Investor
New York
$557K +$555K +10,980 New
PHIC
270
Pine Haven Investment Counsel
Massachusetts
$548K +$53.4K +1,055 +11%
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$543K +$61.8K +1,222 +13%
BOM
272
Bank of Marin
California
$541K +$8.95K +177 +2%
VCM
273
Violich Capital Management
California
$536K – – –
CFC
274
Coyle Financial Counsel
Illinois
$533K +$24.2K +478 +5%
FCA
275
FinTrust Capital Advisors
South Carolina
$529K – – –
9 10
11
12 13