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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
151
Dubuque Bank & Trust
Iowa
$2.47M -$152K -3,021 -6%
GWAM
152
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.44M -$48.9K -974 -2%
PCIA
153
Prime Capital Investment Advisors
Kansas
$2.43M +$491K +9,787 +25%
AWE
154
Avidian Wealth Enterprises
Texas
$2.42M +$1.49M +29,650 +160%
VF
155
Vista Finance
Missouri
$2.38M -$277K -5,523 -10%
JIP
156
Jaffetilchin Investment Partners
Florida
$2.28M -$1.5M -29,833 -40%
MWM
157
Mascoma Wealth Management
New Hampshire
$2.26M -$1.38M -27,495 -38%
EP
158
Eudaimonia Partners
Tennessee
$2.24M +$143K +2,856 +7%
AWS
159
Atria Wealth Solutions
New York
$2.12M +$44.4K +885 +2%
CCM
160
Crabel Capital Management
California
$2.11M +$1.18M +23,489 +128%
SAM
161
Simplify Asset Management
Nevada
$2.1M +$2.1M +41,833 New
ISWM
162
Independent Solutions Wealth Management
New York
$2.09M -$156K -3,106 -7%
CFC
163
Client First Capital
California
$2.01M – – –
CPP
164
Capasso Planning Partners
South Carolina
$1.99M +$98.1K +1,954 +5%
NFG
165
Nations Financial Group
Iowa
$1.96M -$133K -2,639 -6%
SFP
166
Shepherd Financial Partners
Massachusetts
$1.95M -$1.67M -33,352 -46%
MTWM
167
Masso Torrence Wealth Management
New Jersey
$1.95M +$262K +5,220 +16%
IGGA
168
Iron Gate Global Advisors
Utah
$1.94M -$134K -2,663 -6%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$1.87M +$24.7K +492 +1%
SAM
170
Secure Asset Management
Michigan
$1.85M +$1.85M +36,792 New
SCP
171
Seizert Capital Partners
Michigan
$1.83M -$1.83M -36,356 Closed
CWM
172
Congress Wealth Management
Massachusetts
$1.76M -$16.5M -327,767 -90%
C
173
CEDRUS
Colorado
$1.75M -$11.5K -230 -0.7%
FC
174
Fusion Capital
South Carolina
$1.75M -$250K -4,988 -13%
SCP
175
Syntal Capital Partners
Texas
$1.69M +$53.2K +1,060 +3%
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