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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
501
Mather Group
Illinois
$99.9K +$37.9K +750 +61%
AUB
502
Atlantic Union Bankshares
Virginia
$96.6K – – –
AP
503
Atwood & Palmer
Missouri
$77.1K – – –
NFSG
504
Newbridge Financial Services Group
Florida
$75.4K – – –
CFB
505
Cullen/Frost Bankers
Texas
$66.2K +$657 +13 +1%
CFG
506
CKW Financial Group
Hawaii
$65K – – –
FRA
507
Front Row Advisors
California
$58.9K +$31.1K +616 +112%
PS
508
Planning Strategies
Pennsylvania
$57K +$56.9K +1,127 New
AG
509
AmeriFlex Group
Nevada
$53.1K – – –
SFG
510
Strive Financial Group
Indiana
$51.8K +$253 +5 +0.5%
HWA
511
HHM Wealth Advisors
Tennessee
$51.3K – – –
GSWM
512
Golden State Wealth Management
California
$51K – – –
FFA
513
Founders Financial Alliance
North Carolina
$50.6K +$50.5K +1,000 New
CA
514
Clearstead Advisors
Ohio
$49.9K +$49.9K +987 New
NS
515
NBC Securities
Alabama
$46.4K +$13.6K +270 +42%
SWP
516
Strategic Wealth Partners
Ohio
$45.9K -$12.8K -253 -22%
SWA
517
SOA Wealth Advisors
New York
$44.4K – – –
AI
518
Atomic Invest
New York
$44K +$44K +870 +87,000%
3FI
519
3 Factor Indexing
California
$35K +$354 +7 +1%
MCA
520
McGuire Capital Advisors
Oklahoma
$33.9K – – –
MHR
521
Matthew Hamilton Rosenberg
$33.9K – – –
CPG
522
Cornerstone Planning Group
New Jersey
$32.6K +$303 +6 +0.9%
HAP
523
Harbor Asset Planning
Massachusetts
$31.9K +$354 +7 +1%
APFP
524
Action Point Financial Planning
Michigan
$28.3K +$28.2K +559 New
RYIA
525
Roehl & Yi Investment Advisors
Oregon
$26.3K – – –
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