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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
176
Nations Financial Group
Iowa
$2.28M +$480K +9,600 +27%
GI
177
Gradient Investments
Minnesota
$2.25M -$18.9M -378,719 -89%
SWM
178
Sugarloaf Wealth Management
Georgia
$2.25M -$282K -5,650 -11%
AWS
179
Atria Wealth Solutions
New York
$2.22M +$261K +5,229 +13%
FCH
180
Freestone Capital Holdings
Washington
$2.18M -$172K -3,437 -7%
SCP
181
Seizert Capital Partners
Michigan
$2.16M – – –
EE
182
EWG Elevate
California
$2.12M +$2.12M +42,364 New
PAS
183
Park Avenue Securities
New York
$2.09M +$351K +7,032 +20%
SI
184
Stephens Inc
Arkansas
$2.09M -$996K -19,924 -32%
CIAS
185
CBIZ Investment Advisory Services
Ohio
$2.08M -$90.4K -1,810 -4%
DADC
186
D.A. Davidson & Co
Montana
$2.04M +$1.44M +28,812 +241%
MTWM
187
Masso Torrence Wealth Management
New Jersey
$2.03M +$117K +2,332 +6%
CFC
188
Client First Capital
California
$2M – – –
LWM
189
LJI Wealth Management
Indiana
$1.97M +$1.96M +39,313 New
NGA
190
Naples Global Advisors
Florida
$1.95M -$3.23M -64,642 -62%
BRWA
191
B. Riley Wealth Advisors
Florida
$1.9M -$1.39M -27,874 -42%
CPP
192
Capasso Planning Partners
South Carolina
$1.88M +$516K +10,322 +38%
FA
193
Fortis Advisors
Pennsylvania
$1.82M -$40.6K -813 -2%
CIA
194
Compass Ion Advisors
Pennsylvania
$1.82M +$1.82M +36,385 New
OCPWS
195
One Charles Private Wealth Services
Massachusetts
$1.8M -$129K -2,582 -7%
C
196
CEDRUS
Colorado
$1.75M +$47.2K +944 +3%
CPWA
197
Cerro Pacific Wealth Advisors
California
$1.67M -$41.7K -835 -2%
MA
198
Mutual Advisors
Nebraska
$1.65M +$102K +2,051 +7%
DAM
199
Derbend Asset Management
Georgia
$1.64M +$1.64M +32,867 New
PWA
200
Physician Wealth Advisors
Utah
$1.63M -$59.5K -1,191 -4%
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