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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
401
SageView Advisory Group
California
$294K – – –
OSNBOA
402
Old Second National Bank of Aurora
Illinois
$294K – – –
HI
403
Harbour Investments
Wisconsin
$291K +$34K +671 +13%
AWM
404
Accurate Wealth Management
Florida
$286K -$29.8K -588 -9%
SPAS
405
Spectrum Planning & Advisory Services
California
$277K +$277K +5,477 New
FWM
406
Forza Wealth Management
Florida
$277K +$277K +5,475 New
SAM
407
Synergy Asset Management
Washington
$274K +$274K +5,411 New
SIG
408
Spinnaker Investment Group
California
$273K -$13.8K -272 -5%
CAM
409
Concorde Asset Management
Michigan
$270K +$52.8K +1,043 +24%
LWA
410
Lifelong Wealth Advisors
Minnesota
$270K -$1.01K -20 -0.4%
LWM
411
Liberty Wealth Management
California
$267K +$267K +5,281 New
BFS
412
BridgePort Financial Solutions
Iowa
$266K -$26K -513 -9%
TWC
413
TD Waterhouse Canada
Ontario, Canada
$263K -$1.77K -35 -0.7%
PCM
414
Parsons Capital Management
Rhode Island
$260K -$32.7K -645 -11%
FPAS
415
Focus Partners Advisor Solutions
Missouri
$259K +$259K +5,111 New
RM
416
RCW Management
Florida
$257K – – –
SWA
417
Serenus Wealth Advisors
California
$256K – – –
TDB
418
Thompson David Blair
$255K – – –
AWS
419
Aspen Wealth Strategies
Colorado
$253K +$2.13K +42 +0.8%
VWA
420
Visionary Wealth Advisors
Illinois
$253K +$253K +5,001 New
ML
421
MLP3 LLC
New Jersey
$253K – – –
ME
422
McIlrath & Eck
Washington
$251K +$251K +4,955 New
TPBG
423
Turning Point Benefit Group
Maryland
$247K +$139K +2,737 +127%
TCM
424
Traub Capital Management
Massachusetts
$247K +$2.02K +40 +0.8%
CA
425
Claro Advisors
Massachusetts
$238K +$30K +593 +14%
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17
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