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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
276
Consolidated Portfolio Review Corp
New York
$491K – – –
PI
277
PFG Investments
New York
$491K +$490K +9,703 New
OWA
278
Octavia Wealth Advisors
Ohio
$485K -$278K -5,503 -36%
RA
279
RFG Advisory
Alabama
$477K -$2.21M -43,873 -82%
BCI
280
Brinker Capital Investments
Pennsylvania
$476K -$17.1K -339 -3%
OPS
281
Orion Portfolio Solutions
Nebraska
$476K -$17.1K -339 -3%
GAM
282
Gould Asset Management
California
$469K +$2.52K +50 +0.5%
EWA
283
Encompass Wealth Advisors
Oregon
$466K -$59.5K -1,180 -11%
MSWMA
284
Market Street Wealth Management Advisors
Indiana
$460K +$6.11K +121 +1%
OMC
285
Old Mission Capital
Illinois
$458K -$193K -3,822 -30%
LNC
286
Lincoln National Corp
Pennsylvania
$446K +$445K +8,826 New
HAG
287
HF Advisory Group
Maryland
$445K +$5.05K +100 +1%
AAP
288
Arax Advisory Partners
Colorado
$441K -$5.05K -100 -1%
PCFFS
289
Pacific Center for Financial Services
California
$440K +$126K +2,504 +40%
AWM
290
Alterna Wealth Management
Texas
$438K – – –
SWM
291
Sugarloaf Wealth Management
Georgia
$437K – – –
FA
292
Fortis Advisors
Pennsylvania
$410K +$3.58K +71 +0.9%
AIMC
293
Alley Investment Management Company
Illinois
$385K -$867K -17,183 -69%
BAM
294
Belpointe Asset Management
Nevada
$385K +$4.09K +81 +1%
RPGK
295
Retirement Planning Group (Kansas)
Kansas
$385K -$3.18K -63 -0.8%
SWP
296
Significant Wealth Partners
Illinois
$384K +$384K +7,600 New
AF
297
Advisornet Financial
Minnesota
$384K -$310K -6,148 -45%
SWM
298
Spire Wealth Management
Virginia
$382K -$13.7K -272 -3%
PMA
299
Prudent Man Advisors
Illinois
$381K -$729K -14,438 -66%
SRC
300
Sage Rhino Capital
California
$372K -$3.83K -76 -1%
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