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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
426
MJT & Associates Financial Advisory
Minnesota
$13.1K +$13.1K +259 New
AW
427
Avion Wealth
Texas
$13K – – –
MHR
428
Matthew Hamilton Rosenberg
$12.7K – – –
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$11.6K +$11.6K +229 New
CT
430
Clearstead Trust
Maine
$10K – – –
CA
431
CoreCap Advisors
Michigan
$9.58K -$22.2K -440 -70%
CFFP
432
Center for Financial Planning
Michigan
$9.53K – – –
HFS
433
Horizon Financial Services
North Carolina
$6.54K – – –
FFWM
434
Future Financial Wealth Management
Ohio
$6.08K – – –
BWM
435
Bernard Wealth Management
Michigan
$4.56K – – –
MWA
436
Medallion Wealth Advisors
Connecticut
$4.55K +$1.01K +20 +29%
PW
437
Pandora Wealth
Illinois
$2.18K +$2.17K +43 New
MCM
438
MV Capital Management
Maryland
$1.93K -$63.1K -1,247 -97%
BAM
439
Bellevue Asset Management
Washington
$1.81K – – –
CTA
440
Colonial Trust Advisors
South Carolina
$1.32K – – –
SIM
441
Synergy Investment Management
Florida
$1.01K – – –
CWC
442
Carolinas Wealth Consulting
North Carolina
$582 -$12.7K -251 -96%
EWA
443
EverSource Wealth Advisors
Alabama
$101 – – –
MLA
444
MB, Levis & Associates
Pennsylvania
$89 – – –
EP
445
Essential Planning
New Hampshire
– -$5.04M -99,727 Closed
GA
446
Goldstein Advisors
Wisconsin
– -$4.87M -96,615 Closed
IAA
447
Independent Advisor Alliance
North Carolina
– -$4.79M -94,894 Closed
WAM
448
Warberg Asset Management
Illinois
– -$2.62M -51,864 Closed
SC
449
Syon Capital
California
– -$2.43M -48,220 Closed
FTUS
450
Flow Traders U.S.
New York
– -$2.35M -46,543 Closed
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