We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
551
Coppell Advisory Solutions
Texas
$1.82K +$531K +10,500 New
EWM
552
Evolution Wealth Management
Florida
$1.52K – – –
CTA
553
Colonial Trust Advisors
South Carolina
$1.31K – – –
WA
554
Walsh & Associates
Florida
$910 +$910 +18 New
PF
555
PlanVest Financial
Maryland
$899 +$51 +1 +6%
EWA
556
EverSource Wealth Advisors
Alabama
$607 – – –
SAM
557
Smartleaf Asset Management
Massachusetts
$137 – – –
MLA
558
MB, Levis & Associates
Pennsylvania
$93 – – –
HNB
559
Huntington National Bank
Ohio
$51 – – –
FTUS
560
Flow Traders U.S.
New York
– -$12.9M -255,442 Closed
BWA
561
Boulder Wealth Advisors
Colorado
– -$11.2M -221,346 Closed
IAA
562
Independent Advisor Alliance
North Carolina
– -$4.51M -89,177 Closed
TI
563
Tidal Investments
Wisconsin
– -$3.54M -70,251 Closed
RCS
564
Retirement Capital Strategies
California
– -$3.41M -67,423 Closed
Susquehanna International Group
565
Susquehanna International Group
Pennsylvania
– -$3.02M -59,678 Closed
GAA
566
Global Assets Advisory
Florida
– -$1.37M -31,788 Closed
GWMR
567
GC Wealth Management RIA
Massachusetts
– -$1.58M -31,253 Closed
EPI
568
Eddie Patel Inc
Illinois
– -$1.17M -23,156 Closed
GWM
569
GSB Wealth Management
Connecticut
– -$596K -11,780 Closed
Kovitz Investment Group Partners
570
Kovitz Investment Group Partners
Illinois
– -$450K -8,885 Closed
AWM
571
Alterna Wealth Management
Texas
– -$439K -8,667 Closed
GVAG
572
Great Valley Advisor Group
Delaware
– -$425K -8,393 Closed
LS
573
Liquid Strategies
Georgia
– -$416K -8,215 Closed
SWM
574
Seed Wealth Management
Illinois
– -$405K -8,000 Closed
PMA
575
Prudent Man Advisors
Illinois
– -$385K -7,607 Closed