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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$15.8K +$6.33K +125 +66%
EP
502
Essential Partners
California
$15.1K -$3.54K -70 -19%
RRA
503
Red Reef Advisors
Florida
$12.1K – – –
SIS
504
Sound Income Strategies
Florida
$10.8K – – –
CT
505
Clearstead Trust
Maine
$10K – – –
LI
506
LRI Investments
Florida
$9.37K -$7.8K -154 -45%
BIA
507
Bell Investment Advisors
California
$7.8K +$51 +1 +0.7%
JWA
508
JFS Wealth Advisors
Pennsylvania
$7.59K +$7.59K +150 New
LHEI
509
Leo H. Evart Inc
California
$6.95K +$6.94K +137 New
HFS
510
Horizon Financial Services
North Carolina
$6.53K – – –
CTWM
511
Cherry Tree Wealth Management
Minnesota
$6.23K – – –
SFS
512
Sunrise Financial Services
Washington
$4.96K – – –
BWM
513
Bernard Wealth Management
Michigan
$4.56K – – –
MWA
514
Medallion Wealth Advisors
Connecticut
$4.56K – – –
TCM
515
TD Capital Management
Tennessee
$4.05K -$23.2K -459 -85%
NWM
516
Navigoe Wealth Management
California
$3K +$3.75K +74 New
BAM
517
Bellevue Asset Management
Washington
$1.89K – – –
EWM
518
Evolution Wealth Management
Florida
$1.52K – – –
RF
519
RetireMitten Financial
Michigan
$1.4K +$1.42K +28 New
CTA
520
Colonial Trust Advisors
South Carolina
$1.32K – – –
SIM
521
Synergy Investment Management
Florida
$1.01K +$1.01K +20 New
PF
522
PlanVest Financial
Maryland
$900 +$861 +17 New
EWA
523
EverSource Wealth Advisors
Alabama
$607 +$506 +10 +500%
SAM
524
Smartleaf Asset Management
Massachusetts
$137 – – –
MLA
525
MB, Levis & Associates
Pennsylvania
$93 – – –
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