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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
501
Atwood & Palmer
Missouri
$77.1K – – –
NFSG
502
Newbridge Financial Services Group
Florida
$75.4K – – –
CFB
503
Cullen/Frost Bankers
Texas
$66.2K +$657 +13 +1%
CFG
504
CKW Financial Group
Hawaii
$65K – – –
FRA
505
Front Row Advisors
California
$58.9K +$31.1K +616 +112%
PS
506
Planning Strategies
Pennsylvania
$57K +$56.9K +1,127 New
AG
507
AmeriFlex Group
Nevada
$53.1K – – –
SFG
508
Strive Financial Group
Indiana
$51.8K +$253 +5 +0.5%
HWA
509
HHM Wealth Advisors
Tennessee
$51.3K – – –
GSWM
510
Golden State Wealth Management
California
$51K – – –
FFA
511
Founders Financial Alliance
North Carolina
$50.6K +$50.5K +1,000 New
CA
512
Clearstead Advisors
Ohio
$49.9K +$49.9K +987 New
NS
513
NBC Securities
Alabama
$46.4K +$13.6K +270 +42%
SWP
514
Strategic Wealth Partners
Ohio
$45.9K -$12.8K -253 -22%
SWA
515
SOA Wealth Advisors
New York
$44.4K – – –
3FI
516
3 Factor Indexing
California
$35K +$354 +7 +1%
MCA
517
McGuire Capital Advisors
Oklahoma
$33.9K – – –
MHR
518
Matthew Hamilton Rosenberg
$33.9K – – –
CPG
519
Cornerstone Planning Group
New Jersey
$32.6K +$303 +6 +0.9%
HAP
520
Harbor Asset Planning
Massachusetts
$31.9K +$354 +7 +1%
APFP
521
Action Point Financial Planning
Michigan
$28.3K +$28.2K +559 New
RYIA
522
Roehl & Yi Investment Advisors
Oregon
$26.3K – – –
ANBT
523
American National Bank & Trust
Texas
$23.4K +$23.4K +463 New
CBT
524
Crews Bank & Trust
Florida
$20.4K – – –
GSEP
525
Golden State Equity Partners
California
$20K -$101K -2,000 -84%
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