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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$751K -$4.6K -91 -0.6%
BOM
252
Bank of Marin
California
$734K -$15.3K -302 -2%
EH
253
Equitable Holdings
New York
$727K +$215K +4,249 +42%
AC
254
AlphaCore Capital
California
$720K -$89.8K -1,776 -11%
RCG
255
Regatta Capital Group
California
$715K +$84.5K +1,671 +13%
TC
256
TAGStone Capital
North Carolina
$712K -$1.02M -20,248 -59%
TFGT
257
TS Financial Group (TSFG)
Illinois
$709K -$23.3K -460 -3%
AWA
258
Arkadios Wealth Advisors
Georgia
$706K +$704K +13,929 New
HI
259
Harbour Investments
Wisconsin
$698K +$147K +2,913 +27%
RWI
260
Red Wave Investments
Pennsylvania
$696K -$4.96K -98 -0.7%
AWM
261
Aprio Wealth Management
Georgia
$689K -$22.7K -449 -3%
CAS
262
Coppell Advisory Solutions
Texas
$688K +$686K +13,571 New
GWM
263
GSB Wealth Management
Connecticut
$647K – – –
PCFFS
264
Pacific Center for Financial Services
California
$640K -$1.01K -20 -0.2%
CAM
265
Cresset Asset Management
Illinois
$634K -$462K -9,140 -42%
PJSIMP
266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$151K +2,981 +31%
CFC
267
Coyle Financial Counsel
Illinois
$627K +$46.9K +928 +8%
RA
268
RFG Advisory
Alabama
$624K -$394K -7,788 -39%
CFO
269
CVA Family Office
Colorado
$620K +$10.7K +212 +2%
PWA
270
Physician Wealth Advisors
Utah
$620K -$16.9K -334 -3%
BPA
271
Beacon Pointe Advisors
California
$614K – – –
IPW
272
Impact Partnership Wealth
Georgia
$606K +$604K +11,953 New
SFG
273
SevenBridge Financial Group
Pennsylvania
$604K – – –
SEP
274
Southland Equity Partners
Missouri
$598K +$152 +3 +0%
HCP
275
Hexagon Capital Partners
Arkansas
$597K -$136K -2,696 -19%
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