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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
476
Wetzel Investment Advisors
Indiana
$200K -$389K -7,693 -66%
SI
477
Stephens Inc
Arkansas
$200K – – –
SWM
478
Selective Wealth Management
Virginia
$200K +$200K +3,964 New
XT
479
XTX Topco
Cayman Islands
$200K +$200K +3,956 New
BAM
480
Byrne Asset Management
New Jersey
$200K – – –
EWA
481
EP Wealth Advisors
California
$190K +$190K +3,759 New
TCM
482
Triumph Capital Management
Colorado
$182K +$68.2K +1,350 +60%
AT
483
Avalon Trust
New Mexico
$172K – – –
FP
484
Financial Perspectives
Minnesota
$171K +$1.57K +31 +0.9%
ISWM
485
Intesa Sanpaolo Wealth Management
$152K – – –
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$142K +$84K +1,662 +144%
TF
487
Tompkins Financial
New York
$142K +$142K +2,807 New
NWMP
488
Noble Wealth Management PBC
Colorado
$138K +$103K +2,043 +296%
AF
489
Advisornet Financial
Minnesota
$134K – – –
TPW
490
TOP Private Wealth
Connecticut
$130K +$130K +2,575 New
OC
491
Oakworth Capital
Alabama
$128K – – –
T
492
Transce3nd
Texas
$126K -$707 -14 -0.6%
BWL
493
Bogart Wealth LLC
Virginia
$125K -$2.08M -41,222 -94%
WTC
494
WhitTier Trust Company
Nevada
$122K – – –
BA
495
Blueline Advisors
New Hampshire
$122K -$1.62K -32 -1%
GWM
496
Geneos Wealth Management
Colorado
$120K -$1.11K -22 -0.9%
MAS
497
MPWM Advisory Solutions
Georgia
$116K +$4.65K +92 +4%
CF
498
Centaurus Financial
California
$110K +$5.25K +104 +5%
BTI
499
Blue Trust Inc
Georgia
$110K – – –
SIM
500
Synergy Investment Management
Florida
$106K +$105K +2,072 +10,360%
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