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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
201
Benchmark Wealth Management
Connecticut
$500K – – –
OCPWS
202
One Charles Private Wealth Services
Massachusetts
$495K +$496K +9,809 New
IWS
203
Insight Wealth Strategies
California
$460K +$460K +9,103 New
CMP
204
Courage Miller Partners
Virginia
$450K +$450K +8,900 New
RCAG
205
Rehmann Capital Advisory Group
Michigan
$450K -$596K -11,801 -57%
WC
206
Whitney & Co
New York
$444K -$275K -5,447 -38%
FM
207
Family Management
New York
$399K -$251K -4,966 -39%
DAS
208
Dynamic Advisor Solutions
Arizona
$391K +$48.7K +964 +14%
SAM
209
Summit Asset Management
Tennessee
$389K -$106K -2,100 -21%
KFP
210
KMG Fiduciary Partners
Ohio
$382K +$382K +7,558 New
SPIA
211
Steward Partners Investment Advisory
New York
$364K – – –
EPA
212
Element Pointe Advisors
Florida
$362K -$28.9K -571 -7%
RWA
213
Redhawk Wealth Advisors
Minnesota
$358K -$665K -13,166 -65%
PCA
214
Personal Capital Advisors
California
$357K +$144K +2,852 +68%
CAL
215
Capital Advisors Ltd
Ohio
$335K +$285K +5,630 +567%
BCA
216
Biltmore Capital Advisors
New Jersey
$335K +$336K +6,639 New
WLIM
217
White Lighthouse Investment Management
Massachusetts
$328K – – –
KA
218
Kovack Advisors
Florida
$325K +$325K +6,430 New
TC
219
Telemus Capital
Michigan
$304K +$27.8K +550 +10%
RF
220
RHS Financial
California
$302K +$302K +5,982 New
IA
221
Insight Advisors
Pennsylvania
$301K +$301K +5,950 New
W
222
WealthStone
Ohio
$300K – – –
FTUS
223
Flow Traders U.S.
New York
$297K +$297K +5,878 New
AP
224
Americana Partners
Texas
$294K -$317K -6,265 -52%
GG
225
Gofen & Glossberg
Illinois
$292K -$152K -3,010 -34%
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