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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
376
MBE Wealth Management
Wisconsin
$397K +$396K +7,846 New
FTS
377
Fifth Third Securities
Ohio
$394K +$1.01K +20 +0.3%
PIWA
378
Prevail Innovative Wealth Advisors
Kansas
$391K -$1.3M -25,750 -77%
AFP
379
Ausdal Financial Partners
Iowa
$380K +$380K +7,518 New
QPWM
380
Quadrant Private Wealth Management
Pennsylvania
$380K +$54.6K +1,081 +17%
AIMC
381
Alley Investment Management Company
Illinois
$374K – – –
MWM
382
Mascoma Wealth Management
New Hampshire
$374K +$15.6K +308 +4%
APWM
383
Argonautica Private Wealth Management
Massachusetts
$372K +$372K +7,352 New
CMP
384
Courage Miller Partners
Virginia
$372K – – –
BWS
385
Buck Wealth Strategies
Colorado
$371K +$371K +7,341 New
PRP
386
Peak Retirement Planning
Ohio
$370K +$369K +7,305 New
EAM
387
Everstar Asset Management
North Carolina
$368K +$26K +514 +8%
OL
388
Optas LLC
Texas
$359K -$116K -2,301 -24%
IAIM
389
International Assets Investment Management
Florida
$358K +$147K +2,900 +69%
KWM
390
Kingsview Wealth Management
Oregon
$356K -$194K -3,848 -35%
NFG
391
Nations Financial Group
Iowa
$355K -$122K -2,408 -26%
MFA
392
Mayflower Financial Advisors
Massachusetts
$348K – – –
AWM
393
AE Wealth Management
Kansas
$345K -$260K -5,136 -43%
PFA
394
Peak Financial Advisors
Colorado
$342K -$5.07M -100,376 -94%
SW
395
SVB Wealth
Massachusetts
$341K -$202 -4 -0.1%
FWM
396
Forza Wealth Management
Florida
$341K +$64.4K +1,275 +23%
GP
397
Guardian Partners
Canada
$331K -$45.5K -900 -12%
LA
398
Lifeworks Advisors
Michigan
$326K +$325K +6,440 New
PTC
399
Private Trust Company
Ohio
$323K +$118K +2,336 +58%
GWMIA
400
Global Wealth Management Investment Advisory
Florida
$319K -$495K -9,786 -61%
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16
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