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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Able Wealth Management
New Jersey
$613K -$563K -11,140 -48%
RFN
252
Redwood Financial Network
Ohio
$606K +$161K +3,192 +36%
FCIM
253
Fairview Capital Investment Management
California
$604K +$15.2K +300 +3%
IWM
254
IMG Wealth Management
Florida
$600K +$512K +10,121 +590%
SPIA
255
Steward Partners Investment Advisory
New York
$596K -$108K -2,141 -15%
CF
256
Clarity Financial
Texas
$590K -$328K -6,478 -36%
RWA
257
Redmont Wealth Advisors
Illinois
$576K
DAS
258
Diversify Advisory Services
Utah
$571K -$69.7K -1,378 -11%
EGA
259
Eagle Global Advisors
Texas
$570K -$15.7K -310 -3%
VA
260
Valmark Advisers
Ohio
$559K -$2.12K -42 -0.4%
GVAG
261
Great Valley Advisor Group
Delaware
$552K +$134K +2,650 +32%
SAM
262
Secure Asset Management
Michigan
$546K -$260K -5,140 -32%
IA
263
Integrity Alliance
Iowa
$543K +$179K +3,546 +49%
LWM
264
Liberty Wealth Management
California
$512K +$511K +10,112 New
BIA
265
Bigelow Investment Advisors
Maine
$510K -$10.6K -210 -2%
MFG
266
Magnus Financial Group
New York
$504K -$170K -3,365 -25%
EWP
267
Elevation Wealth Partners
California
$501K
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$499K -$565K -11,170 -53%
PWM
269
PBMares Wealth Management
Virginia
$496K -$69.8K -1,380 -12%
PFPT
270
Pinnacle Financial Partners (Tennessee)
Tennessee
$488K -$9.46K -187 -2%
CWM
271
Copia Wealth Management
Oregon
$483K +$4.65K +92 +1%
CTI
272
Community Trust & Investment
Kentucky
$464K
ACA
273
Aptus Capital Advisors
Alabama
$462K -$13.2K -262 -3%
GWANC
274
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K -$13.2K -261 -3%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$222K +4,384 +94%