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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
251
CWA Asset Management Group
Florida
$993K – – –
ONSWM
252
Old North State Wealth Management
North Carolina
$982K +$193K +3,806 +24%
CWM
253
Cahaba Wealth Management
Georgia
$974K +$26.1K +515 +3%
WP
254
WealthShield Partners
North Carolina
$971K -$311K -6,137 -24%
EWA
255
Elevate Wealth Advisory
Georgia
$932K +$70K +1,382 +8%
WT
256
Whittier Trust
California
$927K – – –
JIP
257
Jaffetilchin Investment Partners
Florida
$919K +$12.5K +247 +1%
PIA
258
Perennial Investment Advisors
California
$909K +$87.7K +1,731 +11%
TYCC
259
Texas Yale Capital Corp
Florida
$903K – – –
HWAM
260
Hennion & Walsh Asset Management
New Jersey
$895K +$35.4K +699 +4%
ISFAN
261
Investor's Fiduciary Advisor Network
Washington
$874K +$630K +12,445 +257%
MFP
262
Meramec Financial Planners
Missouri
$860K +$860K +16,988 New
GJIA
263
Glass Jacobson Investment Advisors
Maryland
$858K -$115K -2,272 -12%
EA
264
Emerald Advisors
Washington
$858K -$127K -2,500 -13%
JWM
265
JGP Wealth Management
Oregon
$832K -$143K -2,821 -15%
RW
266
REDW Wealth
New Mexico
$826K +$76.8K +1,516 +10%
RIA
267
Regal Investment Advisors
Michigan
$824K +$18.2K +359 +2%
BWM
268
Base Wealth Management
Florida
$823K +$151K +2,986 +22%
GWMIA
269
Global Wealth Management Investment Advisory
Florida
$814K -$486K -9,602 -37%
WMG
270
WESCAP Management Group
California
$813K +$20K +395 +3%
PCP
271
Proficio Capital Partners
Massachusetts
$808K -$370K -7,309 -31%
OC
272
Oppenheimer & Co
New York
$782K +$325K +6,427 +71%
EH
273
Equitable Holdings
New York
$770K -$30.8K -608 -4%
CAL
274
Capital Advisors Ltd
Ohio
$767K – – –
HCA
275
Heck Capital Advisors
Wisconsin
$749K +$319K +6,303 +74%
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11
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