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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
201
Jaffetilchin Investment Partners
Florida
$1.03M -$807 -16 -0.1%
HT
202
Heritage Trust
Oklahoma
$1M – – –
WMG
203
WESCAP Management Group
California
$978K +$94.9K +1,881 +11%
BA
204
Bristlecone Advisors
Washington
$977K -$34.7K -688 -3%
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$972K – – –
SWM
206
StoneCrest Wealth Management
Arizona
$972K -$44.6K -884 -4%
BCM
207
Boltwood Capital Management
California
$922K +$32.8K +650 +4%
SA
208
Sanctuary Advisors
Indiana
$914K +$913K +18,102 New
TFGT
209
TS Financial Group (TSFG)
Illinois
$903K -$58.8K -1,165 -6%
GVAG
210
Great Valley Advisor Group
Delaware
$892K +$891K +17,662 New
WFA
211
Wells Financial Advisors
Massachusetts
$886K -$46.4K -920 -5%
BWM
212
BCGM Wealth Management
Indiana
$884K -$302K -5,985 -25%
FHA
213
Flagship Harbor Advisors
Massachusetts
$883K +$50.5K +1,002 +6%
VP
214
Verum Partners
North Carolina
$882K -$1.42M -28,158 -62%
PCFFS
215
Pacific Center for Financial Services
California
$881K +$441K +8,746 +101%
WAM
216
WNY Asset Management
New York
$873K -$15.9K -316 -2%
CCWA
217
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$866K -$50.4K -1,000 -6%
AWM
218
Aprio Wealth Management
Georgia
$864K -$183K -3,620 -17%
AFP
219
Alpha Financial Partners
Kentucky
$862K +$130K +2,581 +18%
BWM
220
Bulltick Wealth Management
Florida
$840K +$838K +16,626 New
TC
221
TownSquare Capital
Utah
$839K +$13.6K +270 +2%
WCP
222
Wick Capital Partners
Pennsylvania
$835K +$41.2K +816 +5%
FFA
223
Farther Finance Advisors
California
$822K -$514K -10,201 -38%
HCP
224
Hexagon Capital Partners
Arkansas
$792K +$160K +3,166 +25%
CA
225
CGN Advisors
Kansas
$788K +$70.5K +1,398 +10%
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