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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
351
Derbend Asset Management
Georgia
$260K -$2.4M -47,699 -90%
AWM
352
Apollon Wealth Management
South Carolina
$258K -$365K -7,249 -59%
TWC
353
TD Waterhouse Canada
Ontario, Canada
$252K +$126K +2,500 +100%
BWM
354
Birchcreek Wealth Management
Ohio
$250K -$296K -5,878 -54%
SI
355
Stephens Inc
Arkansas
$250K – – –
SWM
356
SeaCrest Wealth Management
New York
$250K -$5.03K -100 -2%
PIA
357
Pinion Investment Advisors
Kansas
$249K -$173K -3,444 -41%
PG
358
Proffitt & Goodson
Tennessee
$244K +$31.4K +625 +15%
AA
359
Argent Advisors
Louisiana
$243K +$38.3K +761 +19%
MPCA
360
Madison Park Capital Advisors
Washington
$238K +$238K +4,726 New
MCM
361
MidAtlantic Capital Management
Virginia
$237K +$236K +4,699 New
HCA
362
Heck Capital Advisors
Wisconsin
$236K +$95.6K +1,900 +68%
SC
363
Scotia Capital
Ontario, Canada
$236K +$20K +398 +9%
NEPPG
364
New England Professional Planning Group
Rhode Island
$228K – – –
SFG
365
StrategIQ Financial Group
Indiana
$227K -$8.02M -159,490 -97%
SCA
366
Snowden Capital Advisors
New York
$226K -$104K -2,071 -32%
CAM
367
Concorde Asset Management
Michigan
$221K +$220K +4,380 New
AT
368
Avalon Trust
New Mexico
$219K +$219K +4,350 New
AC
369
Applied Capital
Arkansas
$219K -$259K -5,141 -54%
EE
370
EWG Elevate
California
$216K +$216K +4,296 New
PAA
371
Peregrine Asset Advisers
Oregon
$215K – – –
SVWG
372
Shared Vision Wealth Group
United States
$214K +$214K +4,256 New
ACM
373
Advisors Capital Management
New Jersey
$211K -$137K -2,724 -39%
FAM
374
Formidable Asset Management
Ohio
$206K – – –
SPAS
375
Spectrum Planning & Advisory Services
California
$205K -$1.86K -37 -0.9%
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15
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