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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
376
Courage Miller Partners
Virginia
$372K – – –
PG
377
Proffitt & Goodson
Tennessee
$367K +$51K +1,008 +16%
CAC
378
Certified Advisory Corp
Florida
$367K -$88.1K -1,741 -19%
MWM
379
Mascoma Wealth Management
New Hampshire
$359K -$12.4K -244 -3%
WLIM
380
White Lighthouse Investment Management
Massachusetts
$354K – – –
MFA
381
Mayflower Financial Advisors
Massachusetts
$348K +$135K +2,668 +63%
PCS
382
Private Client Services
Kentucky
$348K +$72.1K +1,425 +26%
CFA
383
Capstone Financial Advisors
Illinois
$347K -$62.2K -1,228 -15%
EAM
384
Everstar Asset Management
North Carolina
$343K -$40.8K -806 -11%
SW
385
SVB Wealth
Massachusetts
$342K -$355K -7,003 -51%
HFS
386
Hopwood Financial Services
Virginia
$336K – – –
DAS
387
Daybright Advisory Services
Florida
$335K +$2.02K +40 +0.6%
SFP
388
Shepherd Financial Partners
Massachusetts
$332K -$30.5K -603 -8%
VP
389
Verum Partners
North Carolina
$331K -$147K -2,894 -31%
AI
390
Atria Investments
North Carolina
$330K -$11.4M -225,223 -97%
QPWM
391
Quadrant Private Wealth Management
Pennsylvania
$325K – – –
SOS
392
Silver Oak Securities
Tennessee
$305K +$54.2K +1,071 +22%
STA
393
Summit Trail Advisors
New York
$304K +$304K +6,000 New
PA
394
PFG Advisors
Arizona
$302K +$302K +5,964 New
LEFP
395
Leading Edge Financial Planning
Tennessee
$302K -$709 -14 -0.2%
ACM
396
Alpha Capital Management
Texas
$301K -$50.6K -1,000 -14%
PHIC
397
Pine Haven Investment Counsel
Massachusetts
$299K -$12.9K -254 -4%
HWM
398
Howard Wealth Management
Connecticut
$298K +$20.9K +413 +8%
ACM
399
Advisors Capital Management
New Jersey
$295K -$362K -7,145 -55%
SAG
400
SageView Advisory Group
California
$294K – – –
14 15
16
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