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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
351
New England Professional Planning Group
Rhode Island
$202K -$44.6K -889 -18%
SWM
352
Seed Wealth Management
Illinois
$201K -$12.8K -255 -6%
BBA
353
BLB&B Advisors
Pennsylvania
$201K – – –
TCMP
354
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K -$211K -4,197 -51%
WTC
355
WhitTier Trust Company
Nevada
$200K – – –
PG
356
Proffitt & Goodson
Tennessee
$188K -$64.2K -1,278 -26%
CIA
357
Cape Investment Advisory
Georgia
$187K +$186K +3,712 New
HCA
358
Heck Capital Advisors
Wisconsin
$172K +$134K +2,674 +358%
NA
359
NewEdge Advisors
Louisiana
$171K -$3.06M -60,933 -95%
GFPC
360
Global Financial Private Client
Florida
$152K – – –
TWM
361
Tradition Wealth Management
Minnesota
$138K -$3.06K -61 -2%
CTWM
362
Cherry Tree Wealth Management
Minnesota
$132K +$132K +2,632 New
TWC
363
TD Waterhouse Canada
Ontario, Canada
$125K +$126K +2,500 New
KOCAA
364
Knights of Columbus Asset Advisors
Connecticut
$124K – – –
SPIA
365
Steward Partners Investment Advisory
New York
$122K -$53.5K -1,066 -31%
HCM
366
Hollencrest Capital Management
California
$109K +$1.21K +24 +1%
NFSG
367
Newbridge Financial Services Group
Florida
$106K +$20.3K +405 +24%
CFG
368
CKW Financial Group
Hawaii
$97K – – –
HWA
369
HHM Wealth Advisors
Tennessee
$91K – – –
CTA
370
Colonial Trust Advisors
South Carolina
$87.3K – – –
RFG
371
RFP Financial Group
Georgia
$86.7K +$86.5K +1,723 New
CAL
372
Capital Analysts LLC
Pennsylvania
$84K – – –
NL
373
NVWM LLC
Pennsylvania
$81.3K – – –
WP
374
WealthPLAN Partners
Nebraska
$80.6K – – –
MHR
375
Matthew Hamilton Rosenberg
$79.1K +$3.56K +71 +5%
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15
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