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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
451
Stephens Inc
Arkansas
$201K – – –
BAM
452
Byrne Asset Management
New Jersey
$200K +$200K +3,950 New
MCM
453
MAI Capital Management
Ohio
$186K -$12.3K -242 -6%
AT
454
Avalon Trust
New Mexico
$172K – – –
FP
455
Financial Perspectives
Minnesota
$170K +$1.06K +21 +0.6%
KOCAA
456
Knights of Columbus Asset Advisors
Connecticut
$160K – – –
ISWM
457
Intesa Sanpaolo Wealth Management
$152K – – –
AF
458
Advisornet Financial
Minnesota
$134K – – –
OC
459
Oakworth Capital
Alabama
$129K -$75.9K -1,500 -37%
T
460
Transce3nd
Texas
$127K +$17.2K +339 +16%
BA
461
Blueline Advisors
New Hampshire
$123K +$123K +2,436 New
WTC
462
WhitTier Trust Company
Nevada
$122K – – –
GSEP
463
Golden State Equity Partners
California
$121K +$121K +2,395 New
GWM
464
Geneos Wealth Management
Colorado
$121K -$354 -7 -0.3%
TCM
465
Triumph Capital Management
Colorado
$114K +$86.1K +1,700 +309%
MAS
466
MPWM Advisory Solutions
Georgia
$111K – – –
BTI
467
Blue Trust Inc
Georgia
$110K – – –
RF
468
Rossby Financial
Florida
$106K +$87K +1,719 +444%
CF
469
Centaurus Financial
California
$105K +$105K +2,068 New
WB
470
Webster Bank
Connecticut
$100K +$100K +1,979 New
AUB
471
Atlantic Union Bankshares
Virginia
$96.7K – – –
RFP
472
Root Financial Partners
California
$91.1K -$11.9K -236 -12%
AP
473
Atwood & Palmer
Missouri
$77.2K – – –
NFSG
474
Newbridge Financial Services Group
Florida
$75.4K -$50.9K -1,005 -40%
CFB
475
Cullen/Frost Bankers
Texas
$65.6K +$65.6K +1,295 New
17 18
19
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