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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
151
Benchmark Wealth Management
Connecticut
$501K +$499K +9,900 New
SAM
152
Summit Asset Management
Tennessee
$495K +$70.5K +1,400 +17%
IIC
153
Ironwood Investment Counsel
Arizona
$482K +$16.2K +321 +3%
TLP
154
Trinity Legacy Partners
Texas
$478K -$345K -6,848 -42%
MA
155
Mutual Advisors
Nebraska
$473K +$216K +4,285 +84%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$466K +$199K +3,946 +75%
CWS
157
Cypress Wealth Services
California
$448K +$202 +4 +0%
SL
158
Systelligence LLC
Minnesota
$443K -$1M -19,944 -69%
IA
159
IFP Advisors
Florida
$441K +$13K +258 +3%
GCA
160
Greenwood Capital Associates
South Carolina
$437K +$436K +8,646 New
WLIM
161
White Lighthouse Investment Management
Massachusetts
$430K -$39.6K -786 -8%
SB
162
Strategic Blueprint
Georgia
$413K +$106K +2,100 +35%
SWA
163
Stratos Wealth Advisors
Ohio
$410K +$408K +8,107 New
ONST
164
Old North State Trust
North Carolina
$407K -$70.6K -1,401 -15%
CWA
165
Clarity Wealth Advisors
California
$402K +$401K +7,965 New
W
166
WealthStone
Ohio
$400K +$398K +7,910 New
EPA
167
Element Pointe Advisors
Florida
$391K – – –
SRC
168
Sage Rhino Capital
California
$390K +$388K +7,709 New
CAN
169
Claraphi Advisory Network
United States
$384K +$78.1K +1,550 +26%
SCA
170
Snowden Capital Advisors
New York
$371K – – –
SSWM
171
Sheets Smith Wealth Management
North Carolina
$364K -$4.48K -89 -1%
PFT
172
Providence First Trust
Arizona
$362K +$1.61K +32 +0.4%
AFS
173
Access Financial Services
Minnesota
$354K +$353K +7,000 New
BPA
174
Beacon Pointe Advisors
California
$344K -$792K -15,731 -70%
SSWM
175
Smith Salley Wealth Management
North Carolina
$341K +$340K +6,746 New
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