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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
276
Base Wealth Management
Florida
$887K +$63.3K +1,250 +8%
BOH
277
Bank of Hawaii
Hawaii
$880K -$288K -5,694 -25%
RW
278
REDW Wealth
New Mexico
$876K +$50K +987 +6%
GJIA
279
Glass Jacobson Investment Advisors
Maryland
$859K – – –
HCA
280
Heck Capital Advisors
Wisconsin
$851K +$102K +2,018 +14%
WMG
281
WESCAP Management Group
California
$829K +$15.9K +315 +2%
OC
282
Oppenheimer & Co
New York
$823K +$40.1K +793 +5%
TA
283
Tectonic Advisors
Texas
$815K +$78.3K +1,546 +11%
GWMIA
284
Global Wealth Management Investment Advisory
Florida
$815K +$101 +2 +0%
PCP
285
Proficio Capital Partners
Massachusetts
$799K -$10.1K -200 -1%
CCM
286
Condor Capital Management
New Jersey
$791K +$412K +8,142 +109%
BWM
287
Bulltick Wealth Management
Florida
$775K -$1.22M -24,005 -61%
SFG
288
Sovereign Financial Group
Connecticut
$771K +$771K +15,230 New
RIA
289
Regal Investment Advisors
Michigan
$770K -$55K -1,087 -7%
AA
290
Argent Advisors
Louisiana
$757K +$109K +2,145 +17%
IWC
291
Integrated Wealth Concepts
Massachusetts
$755K +$755K +14,914 New
EH
292
Equitable Holdings
New York
$741K -$29.8K -588 -4%
PPC
293
Park Place Capital
Alabama
$738K +$4.86K +96 +0.7%
BCA
294
Bay Colony Advisors
Massachusetts
$735K +$327K +6,451 +80%
CAMG
295
CWA Asset Management Group
Florida
$734K -$260K -5,132 -26%
SFS
296
Searcy Financial Services
Kansas
$713K +$44.8K +885 +7%
CAL
297
Capital Advisors Ltd
Ohio
$702K -$65.5K -1,294 -9%
IPA
298
Investment Planning Advisors
Georgia
$693K +$9.97K +197 +1%
PCFFS
299
Pacific Center for Financial Services
California
$691K -$39.5K -781 -5%
CFO
300
CVA Family Office
Colorado
$683K -$30.1K -595 -4%
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