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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
401
Heck Capital Advisors
Wisconsin
$37.5K +$37.4K +746 New
VNA
402
Valley National Advisers
Pennsylvania
$30K – – –
FRA
403
Front Row Advisors
California
$28K – – –
PB
404
Pinnacle Bancorp
Nebraska
$27.3K -$6.12K -122 -18%
RI
405
Ridgewood Investments
New Jersey
$26.4K +$26.3K +525 New
RFA
406
Resurgent Financial Advisors
Georgia
$25.1K -$35.1K -700 -58%
MLA
407
MB, Levis & Associates
Pennsylvania
$22.7K +$150 +3 +0.7%
GI
408
Gradient Investments
Minnesota
$20.5K -$2.24M -44,563 -99%
LF
409
Lee Financial
Texas
$20.4K – – –
SWA
410
SOA Wealth Advisors
New York
$19.9K – – –
SIC
411
Salem Investment Counselors
North Carolina
$17.6K – – –
AIC
412
Archer Investment Corporation
Indiana
$14.8K -$14.8K -296 -50%
BFO
413
Biltmore Family Office
North Carolina
$11.6K +$11.5K +230 New
HNB
414
Huntington National Bank
Ohio
$10.6K – – –
CFFP
415
Center for Financial Planning
Michigan
$9.45K – – –
MBFW
416
Morton Brown Family Wealth
Pennsylvania
$7.34K – – –
SIS
417
Sound Income Strategies
Florida
$6.48K – – –
WT
418
Washington Trust
Rhode Island
$6.28K – – –
RG
419
Retirement Group
California
$3K – – –
HR
420
Howe & Rusling
New York
$2.87K +$2.86K +57 New
FCMT
421
Founders Capital Management (Texas)
Texas
$2K – – –
AWM
422
Avior Wealth Management
Nebraska
$1.41K +$1.41K +28 New
KWILP
423
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$21.1M -422,063 Closed
LK
424
Lumbard & Kellner
New Hampshire
– -$10.6M -212,664 Closed
GMA
425
Glassy Mountain Advisors
Maryland
– -$5.59M -111,635 Closed
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17
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