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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
276
Cable Hill Partners
Oregon
$545K +$546K +10,897 New
CFC
277
Coyle Financial Counsel
Illinois
$535K +$38K +758 +8%
MHS
278
M Holdings Securities
Oregon
$529K +$530K +10,581 New
BCI
279
Brinker Capital Investments
Pennsylvania
$525K +$14.5K +289 +3%
OPOWM
280
One Plus One Wealth Management
Florida
$523K -$3.01M -60,016 -85%
SFS
281
Searcy Financial Services
Kansas
$523K -$60.1K -1,200 -10%
ACM
282
Advisors Capital Management
New Jersey
$516K -$11.1K -222 -2%
MHIC
283
Marble Harbor Investment Counsel
Massachusetts
$500K – – –
SFG
284
Sunburst Financial Group
Alabama
$496K +$496K +9,910 New
KCM
285
Kathmere Capital Management
Pennsylvania
$476K +$476K +9,508 New
SWM
286
Spire Wealth Management
Virginia
$475K -$211K -4,216 -31%
GAM
287
Gould Asset Management
California
$466K +$501 +10 +0.1%
NL
288
NWAM LLC
Washington
$463K -$251K -5,020 -35%
LG
289
LaFleur & Godfrey
Michigan
$460K -$50.1K -1,000 -10%
CMP
290
Courage Miller Partners
Virginia
$445K – – –
ACP
291
Aveo Capital Partners
Colorado
$445K +$445K +8,892 New
OAM
292
Oak Asset Management
California
$445K +$446K +8,900 New
PHIC
293
Pine Haven Investment Counsel
Massachusetts
$444K -$50.1K -1,000 -10%
GW
294
GW & Wade
Massachusetts
$443K +$443K +8,854 New
IIA
295
Integral Investment Advisors
California
$434K -$34.2K -683 -7%
AWM
296
Alterna Wealth Management
Texas
$434K – – –
SFP
297
Sandbox Financial Partners
Maryland
$432K +$432K +8,633 New
BEI
298
Benjamin Edwards Inc
Missouri
$428K +$429K +8,562 New
GCAC
299
Guardian Capital Advisors (Canada)
Ontario, Canada
$425K +$45.1K +900 +12%
GSIS
300
Global Strategic Investment Solutions
Arizona
$424K +$801 +16 +0.2%
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