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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
526
American National Bank & Trust
Texas
$23.4K +$23.4K +463 New
CBT
527
Crews Bank & Trust
Florida
$20.4K – – –
GSEP
528
Golden State Equity Partners
California
$20K -$101K -2,000 -84%
QWM
529
Quaker Wealth Management
New Jersey
$17.8K -$2.07M -41,034 -99%
CFFP
530
Center for Financial Planning
Michigan
$15.8K – – –
HCM
531
Hollencrest Capital Management
California
$15.3K -$7.12M -140,960 -100%
SFS
532
Sunrise Financial Services
Washington
$15.1K +$10.1K +200 +204%
AW
533
Ankerstar Wealth
Texas
$14.9K -$8.89K -176 -37%
EP
534
Essential Partners
California
$12.6K -$2.53K -50 -17%
IA
535
IFG Advisory
Georgia
$10.7K +$10.7K +212 New
CT
536
Clearstead Trust
Maine
$10K – – –
FA
537
Fountainhead AM
New Jersey
$8.32K +$8.34K +165 New
ATPW
538
Ashton Thomas Private Wealth
Arizona
$7.94K +$7.93K +157 New
BIA
539
Bell Investment Advisors
California
$7.88K +$101 +2 +1%
TCM
540
TD Capital Management
Tennessee
$7.72K +$3.69K +73 +91%
LHEI
541
Leo H. Evart Inc
California
$7.01K +$101 +2 +1%
HFS
542
Horizon Financial Services
North Carolina
$6.53K – – –
CTWM
543
Cherry Tree Wealth Management
Minnesota
$6.22K – – –
JWA
544
JFS Wealth Advisors
Pennsylvania
$6.22K -$1.36K -27 -18%
TRCT
545
Tower Research Capital (TRC)
New York
$5.06K +$5.05K +100 New
BWM
546
Bernard Wealth Management
Michigan
$4.55K – – –
MWA
547
Medallion Wealth Advisors
Connecticut
$4.55K – – –
DF
548
Downshift Financial
Colorado
$2.38K +$2.38K +47 New
BAM
549
Bellevue Asset Management
Washington
$1.91K – – –
AT
550
Arlington Trust
Alabama
$1.87K +$1.87K +37 New
20 21
22
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