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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
201
Sandy Cove Advisors
Massachusetts
$1.27M +$35.4K +705 +3%
SS
202
Simplicity Solutions
Minnesota
$1.25M +$1.25M +24,949 New
CGL
203
Clarius Group LLC
Washington
$1.23M +$569K +11,340 +86%
RWI
204
Red Wave Investments
Pennsylvania
$1.23M -$250K -4,992 -17%
WT
205
Whittier Trust
California
$1.22M +$63.7K +1,270 +6%
SWA
206
Strata Wealth Advisors
Texas
$1.22M -$173K -3,452 -12%
CCB
207
Country Club Bank
Missouri
$1.18M -$217K -4,331 -16%
CCM
208
Condor Capital Management
New Jersey
$1.15M -$59.8K -1,193 -5%
PFO
209
Pathstone Family Office
New Jersey
$1.14M -$1.16M -23,148 -51%
ACP
210
Aveo Capital Partners
Colorado
$1.14M +$60.6K +1,209 +6%
CAL
211
Capital Advisors Ltd
Ohio
$1.13M -$99.3K -1,980 -8%
OPS
212
Orion Portfolio Solutions
Nebraska
$1.11M +$553K +11,028 +99%
BCI
213
Brinker Capital Investments
Pennsylvania
$1.11M +$572K +11,412 +107%
MMA
214
Miracle Mile Advisors
California
$1.1M -$323K -6,445 -23%
RCS
215
Retirement Capital Strategies
California
$1.1M -$3.96M -78,940 -78%
CW
216
CreativeOne Wealth
Kansas
$1.1M +$696K +13,873 +174%
LCGC
217
Legacy Capital Group California
California
$1.09M +$1.09M +21,707 New
AAS
218
Avantax Advisory Services
Texas
$1.08M +$62.4K +1,244 +6%
IA
219
IFP Advisors
Florida
$1.07M -$5.71M -113,898 -84%
JJBC
220
James J. Burns & Company
New York
$1.07M +$347K +6,917 +48%
SB
221
Strategic Blueprint
Georgia
$1.06M -$453K -9,031 -30%
QPWM
222
Quadrant Private Wealth Management
Pennsylvania
$1.06M -$38.3K -764 -4%
MCA
223
Maryland Capital Advisors
Maryland
$1.05M – – –
AF
224
Advisornet Financial
Minnesota
$1.05M +$142K +2,840 +16%
TA
225
TFB Advisors
Kansas
$1.03M -$6.77K -135 -0.7%
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