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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
301
Sonora Investment Management
Arizona
$5K – – –
AFS
302
Annapolis Financial Services
Maryland
$5K +$5.16K +102 New
APA
303
American Portfolios Advisors
New York
$3.99K – – –
RG
304
Retirement Group
California
$3K – – –
WI
305
Wintrust Investments
Illinois
– -$3.52M -69,524 Closed
Wolverine Trading
306
Wolverine Trading
Illinois
– -$3.28M -64,873 Closed
CNC
307
Canandaigua National Corp
New York
– -$2.08M -41,055 Closed
KCM
308
Karp Capital Management
California
– -$1.92M -37,928 Closed
AAS
309
Avantax Advisory Services
Texas
– -$1.26M -25,011 Closed
MWM
310
Mission Wealth Management
California
– -$1.25M -24,762 Closed
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
– -$1.04M -20,550 Closed
IGGA
312
Iron Gate Global Advisors
Utah
– -$1M -19,799 Closed
SAS
313
Stelac Advisory Services
New York
– -$1M -19,778 Closed
CIBC World Market
314
CIBC World Market
Ontario, Canada
– -$685K -13,544 Closed
VCM
315
Vivaldi Capital Management
Illinois
– -$607K -12,022 Closed
TP
316
Tranquility Partners
Tennessee
– -$516K -10,210 Closed
AFS
317
Access Financial Services
Minnesota
– -$507K -10,020 Closed
EVC
318
Eidelman Virant Capital
Missouri
– -$501K -9,916 Closed
SRC
319
Sage Rhino Capital
California
– -$390K -7,709 Closed
CAN
320
Claraphi Advisory Network
United States
– -$369K -7,292 Closed
CCM
321
Canal Capital Management
Virginia
– -$369K -7,288 Closed
CPIG
322
Chicago Partners Investment Group
Illinois
– -$315K -6,241 Closed
LIA
323
LBMC Investment Advisors
Tennessee
– -$311K -6,144 Closed
CFIA
324
Cantor Fitzgerald Investment Advisors
New York
– -$303K -6,000 Closed
WT
325
Whittier Trust
California
– -$303K -5,983 Closed
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