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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
351
Retirement Group
California
$59K – – –
FWP
352
FAS Wealth Partners
Kansas
$59K +$50 +1 +0.1%
EIP
353
Ellis Investment Partners
Pennsylvania
$56K -$263K -5,213 -82%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$54K – – –
FCA
355
FinTrust Capital Advisors
South Carolina
$46K – – –
AIC
356
Archer Investment Corporation
Indiana
$34.8K – – –
FRA
357
Front Row Advisors
California
$28K – – –
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
S
359
SignatureFD
Georgia
$28K +$27.9K +554 New
COCM
360
Charter Oak Capital Management
New Hampshire
$25K -$1.01K -20 -4%
APA
361
American Portfolios Advisors
New York
$20.3K -$9.93K -197 -33%
SWA
362
SOA Wealth Advisors
New York
$19K – – –
NFSG
363
Newbridge Financial Services Group
Florida
$17K – – –
BFEC
364
Benjamin F. Edwards & Company
Missouri
$15K +$9.63K +191 +172%
MBFW
365
Morton Brown Family Wealth
Pennsylvania
$7K +$7.36K +146 New
HFS
366
Horizon Financial Services
North Carolina
$6.5K -$323K -6,407 -98%
FFWM
367
Future Financial Wealth Management
Ohio
$6K +$6.05K +120 New
AFS
368
Annapolis Financial Services
Maryland
$5K – – –
NFG
369
Next Financial Group
Texas
$4K -$39.5K -783 -90%
WA
370
Win Advisors
Florida
$3K +$3.43K +68 New
TCWM
371
Total Clarity Wealth Management
Illinois
$2K – – –
FFC
372
Fure Financial Corporation
Minnesota
$2K +$2.02K +40 New
SFG
373
Steward Financial Group
Texas
$1K +$1.92K +38 New
LWM
374
Liberty Wealth Management
California
$201 -$202K -4,001 Closed
FGAM
375
Financial Gravity Asset Management
Texas
$30 +$29.9K +593 New
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15
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