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iShares Ultra Short Duration Bond Active ETF
ICSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$1.34M +$1.34M +26,500 New
CAS
202
Coppell Advisory Solutions
Texas
$1.25M -$142K -2,807 -10%
FAIM
203
Financial Advocates Investment Management
Washington
$1.24M +$1.24M +24,605 New
EA
204
Emerald Advisors
Washington
$1.24M +$835K +16,523 +205%
AWS
205
Atria Wealth Solutions
New York
$1.23M +$994K +19,669 +418%
SFP
206
Shepherd Financial Partners
Massachusetts
$1.19M +$228K +4,503 +24%
LRWA
207
Long Run Wealth Advisors
New York
$1.18M -$1.1M -21,754 -48%
WT
208
Whittier Trust
California
$1.17M -$79.3K -1,570 -6%
GF
209
Gries Financial
Ohio
$1.16M – – –
TCM
210
Tradewinds Capital Management
Washington
$1.13M +$18.9K +373 +2%
RW
211
Ridgeline Wealth
Arizona
$1.11M +$1.11M +21,932 New
KF
212
Krilogy Financial
Missouri
$1.06M +$1.07M +21,095 New
RCM
213
Riggs Capital Management
Utah
$1.03M +$1.03M +20,455 New
KCM
214
KM Capital Management
Texas
$1.03M -$182K -3,606 -15%
RA
215
RFG Advisory
Alabama
$1.03M +$303K +6,004 +42%
BCM
216
Boltwood Capital Management
California
$1M +$25.3K +500 +3%
BCA
217
Bray Capital Advisors
Florida
$1M – – –
CIA
218
Concurrent Investment Advisors
Florida
$1M +$377K +7,451 +60%
HT
219
Heritage Trust
Oklahoma
$1M +$1M +19,837 New
FFA
220
Farther Finance Advisors
California
$992K -$118K -2,333 -11%
PWM
221
Perigon Wealth Management
California
$986K +$4.3K +85 +0.4%
TPW
222
Talon Private Wealth
Florida
$974K +$516K +10,206 +112%
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$970K – – –
CAL
224
Capital Advisors Ltd
Ohio
$968K -$81.6K -1,615 -8%
AWM
225
Able Wealth Management
New Jersey
$962K +$964K +19,078 New
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