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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
426
Oakworth Capital
Alabama
$205K -$150K -2,956 -42%
GIO
427
Galilei Investment Office
United Kingdom
$202K – – –
RW
428
Ridgeline Wealth
Arizona
$202K +$202K +3,990 New
SI
429
Stephens Inc
Arkansas
$200K – – –
MCM
430
MAI Capital Management
Ohio
$198K -$102K -2,018 -34%
WW
431
Winnow Wealth
Texas
$176K -$19.8K -391 -10%
AT
432
Avalon Trust
New Mexico
$172K -$35.4K -700 -17%
FP
433
Financial Perspectives
Minnesota
$169K -$35.3K -697 -17%
KOCAA
434
Knights of Columbus Asset Advisors
Connecticut
$160K – – –
ISWM
435
Intesa Sanpaolo Wealth Management
$152K +$152K +3,000 New
AF
436
Advisornet Financial
Minnesota
$134K – – –
NFSG
437
Newbridge Financial Services Group
Florida
$126K -$20.6K -406 -14%
WTC
438
WhitTier Trust Company
Nevada
$123K – – –
GWM
439
Geneos Wealth Management
Colorado
$121K -$912 -18 -0.7%
MAS
440
MPWM Advisory Solutions
Georgia
$111K – – –
T
441
Transce3nd
Texas
$110K -$41.8K -825 -27%
BTI
442
Blue Trust Inc
Georgia
$110K – – –
TPBG
443
Turning Point Benefit Group
Maryland
$109K -$13.8K -272 -11%
RFP
444
Root Financial Partners
California
$103K +$1.47K +29 +1%
BC
445
Bulwark Capital
Florida
$102K -$15K -296 -13%
AUB
446
Atlantic Union Bankshares
Virginia
$96.6K – – –
AW
447
Ankerstar Wealth
Texas
$86.6K +$86.7K +1,712 New
AP
448
Atwood & Palmer
Missouri
$77.1K – – –
SWP
449
Strategic Wealth Partners
Ohio
$73.1K -$51.5K -1,016 -41%
PTC
450
Private Trust Company
Ohio
$71K +$8.26K +163 +13%
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