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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
526
Quaker Wealth Management
New Jersey
$17.8K -$2.07M -41,034 -99%
CFFP
527
Center for Financial Planning
Michigan
$15.8K – – –
HCM
528
Hollencrest Capital Management
California
$15.3K -$7.12M -140,960 -100%
SFS
529
Sunrise Financial Services
Washington
$15.1K +$10.1K +200 +204%
AW
530
Ankerstar Wealth
Texas
$14.9K -$8.89K -176 -37%
EP
531
Essential Partners
California
$12.6K -$2.53K -50 -17%
IA
532
IFG Advisory
Georgia
$10.7K +$10.7K +212 New
CT
533
Clearstead Trust
Maine
$10K – – –
FA
534
Fountainhead AM
New Jersey
$8.32K +$8.34K +165 New
ATPW
535
Ashton Thomas Private Wealth
Arizona
$7.94K +$7.93K +157 New
BIA
536
Bell Investment Advisors
California
$7.88K +$101 +2 +1%
TCM
537
TD Capital Management
Tennessee
$7.72K +$3.69K +73 +91%
LHEI
538
Leo H. Evart Inc
California
$7.01K +$101 +2 +1%
HFS
539
Horizon Financial Services
North Carolina
$6.53K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$6.22K -$1.36K -27 -18%
TRCT
541
Tower Research Capital (TRC)
New York
$5.06K +$5.05K +100 New
BWM
542
Bernard Wealth Management
Michigan
$4.55K – – –
MWA
543
Medallion Wealth Advisors
Connecticut
$4.55K – – –
DF
544
Downshift Financial
Colorado
$2.38K +$2.38K +47 New
BAM
545
Bellevue Asset Management
Washington
$1.91K – – –
AT
546
Arlington Trust
Alabama
$1.87K +$1.87K +37 New
CAS
547
Coppell Advisory Solutions
Texas
$1.82K +$531K +10,500 New
EWM
548
Evolution Wealth Management
Florida
$1.52K – – –
CTA
549
Colonial Trust Advisors
South Carolina
$1.31K – – –
WA
550
Walsh & Associates
Florida
$910 +$910 +18 New
20 21
22
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