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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
501
Protective Life
Alabama
$20.3K +$20.3K +401 New
CFFP
502
Center for Financial Planning
Michigan
$15.8K +$6.33K +125 +66%
EP
503
Essential Partners
California
$15.1K -$3.54K -70 -19%
RRA
504
Red Reef Advisors
Florida
$12.1K – – –
SIS
505
Sound Income Strategies
Florida
$10.8K – – –
CT
506
Clearstead Trust
Maine
$10K – – –
LI
507
LRI Investments
Florida
$9.37K -$7.8K -154 -45%
BIA
508
Bell Investment Advisors
California
$7.8K +$51 +1 +0.7%
JWA
509
JFS Wealth Advisors
Pennsylvania
$7.59K +$7.59K +150 New
LHEI
510
Leo H. Evart Inc
California
$6.95K +$6.94K +137 New
HFS
511
Horizon Financial Services
North Carolina
$6.53K – – –
CTWM
512
Cherry Tree Wealth Management
Minnesota
$6.23K – – –
SFS
513
Sunrise Financial Services
Washington
$4.96K – – –
BWM
514
Bernard Wealth Management
Michigan
$4.56K – – –
MWA
515
Medallion Wealth Advisors
Connecticut
$4.56K – – –
TCM
516
TD Capital Management
Tennessee
$4.05K -$23.2K -459 -85%
NWM
517
Navigoe Wealth Management
California
$3K +$3.75K +74 New
BAM
518
Bellevue Asset Management
Washington
$1.89K – – –
EWM
519
Evolution Wealth Management
Florida
$1.52K – – –
RF
520
RetireMitten Financial
Michigan
$1.4K +$1.42K +28 New
CTA
521
Colonial Trust Advisors
South Carolina
$1.32K – – –
TAM
522
Tucker Asset Management
Colorado
$1.06K – – –
SIM
523
Synergy Investment Management
Florida
$1.01K +$1.01K +20 New
PF
524
PlanVest Financial
Maryland
$900 +$861 +17 New
EWA
525
EverSource Wealth Advisors
Alabama
$607 +$506 +10 +500%
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