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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Vigilare Wealth Management
Arizona
$852K -$67.5K -1,336 -7%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$848K +$10.2K +201 +1%
ARC
228
Advisor Resource Council
Texas
$837K +$838K +16,590 New
BEC
229
Blue Edge Capital
Virginia
$824K +$11K +217 +1%
GF
230
Gries Financial
Ohio
$802K -$165K -3,267 -17%
CA
231
Calton & Associates
Florida
$802K +$514K +10,168 +178%
IWM
232
IHT Wealth Management
Illinois
$795K +$135K +2,673 +20%
SWM
233
Spire Wealth Management
Virginia
$774K +$303K +6,003 +64%
MFG
234
Magnus Financial Group
New York
$774K -$1M -19,887 -56%
IDA
235
Intelligence Driven Advisers
California
$766K -$162K -3,210 -17%
IAA
236
Independent Advisor Alliance
North Carolina
$765K +$766K +15,163 New
SAM
237
Secure Asset Management
Michigan
$761K -$365K -7,235 -32%
Ameriprise
238
Ameriprise
Minnesota
$750K +$211K +4,177 +39%
RA
239
RFG Advisory
Alabama
$750K -$224K -4,434 -23%
DAS
240
Diversify Advisory Services
Utah
$730K -$87.7K -1,737 -11%
TWA
241
TCI Wealth Advisors
Arizona
$721K -$29.9K -592 -4%
SSWM
242
Strait & Sound Wealth Management
California
$720K -$76.8K -1,520 -10%
MCM
243
MAI Capital Management
Ohio
$712K +$713K +14,109 New
MA
244
MONECO Advisors
Connecticut
$711K +$100K +1,980 +16%
SPIA
245
Steward Partners Investment Advisory
New York
$704K -$169K -3,351 -19%
MFG
246
Merit Financial Group
Georgia
$693K +$19.8K +392 +3%
FIA
247
Foundations Investment Advisors
Arizona
$655K +$656K +12,988 New
Goldman Sachs
248
Goldman Sachs
New York
$650K -$5M -99,003 -88%
HFO
249
Heritage Family Offices
Arizona
$645K +$34.2K +678 +6%
AIA
250
Accelerate Investment Advisors
California
$639K +$123K +2,439 +24%