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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
401
Sound Income Strategies
Florida
$6K +$6.46K +129 New
FCMT
402
Founders Capital Management (Texas)
Texas
$5K +$4.96K +99 New
CFFP
403
Center for Financial Planning
Michigan
$5K +$5.01K +100 New
RG
404
Retirement Group
California
$3K – – –
WWMSC
405
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.9K +58 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$27.3K -546 -92%
FFC
407
Fure Financial Corporation
Minnesota
$2K – – –
TCWM
408
Total Clarity Wealth Management
Illinois
$2K +$1.75K +35 New
BMD
409
Better Money Decisions
New Mexico
$2K +$2.1K +42 New
CI
410
CX Institutional
Indiana
$1K +$501 +10 New
GI
411
Gradient Investments
Minnesota
$1K +$751 +15 New
PPWM
412
PFG Private Wealth Management
Florida
$1K +$1.05K +21 New
CWP
413
Concord Wealth Partners
Virginia
$1K +$1.3K +26 New
SLF
414
Sun Life Financial
Ontario, Canada
– -$172M -3,422,000 Closed
SRC
415
Shufro Rose & Co
New York
– -$16M -319,718 Closed
JWM
416
Jackson Wealth Management
Florida
– -$12.9M -256,448 Closed
SFP
417
Shepherd Financial Partners
Massachusetts
– -$2.58M -51,505 Closed
HC
418
Hamilton Capital
Ohio
– -$2.15M -42,815 Closed
EVM
419
Eaton Vance Management
Massachusetts
– -$1.57M -31,380 Closed
5L
420
55I LLC
Massachusetts
– -$1.4M -27,902 Closed
HWM
421
Howard Wealth Management
Connecticut
– -$872K -17,395 Closed
SCA
422
Stokes Capital Advisors
South Carolina
– -$685K -13,650 Closed
IIC
423
Ironwood Investment Counsel
Arizona
– -$649K -12,960 Closed
SRC
424
Sage Rhino Capital
California
– -$633K -12,619 Closed
FSA
425
Financial Sense Advisors
California
– -$590K -11,774 Closed
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