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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
PBMares Wealth Management
Virginia
$610K +$115K +2,269 +23%
AWM
252
Adams Wealth Management
Utah
$609K -$307K -6,076 -34%
CI
253
CacheTech Inc
Utah
$609K -$307K -6,076 -34%
SPIA
254
Steward Partners Investment Advisory
New York
$593K -$2.53K -50 -0.4%
FWM
255
FLP Wealth Management
Arkansas
$589K -$179K -3,537 -23%
RA
256
RFG Advisory
Alabama
$583K -$90.3K -1,787 -13%
WC
257
Waterloo Capital
Texas
$568K +$567K +11,223 New
CFA
258
Cahill Financial Advisors
Minnesota
$566K -$103K -2,043 -15%
AWMS
259
Advocacy Wealth Management Services
Georgia
$559K -$97.4K -1,926 -15%
VA
260
Valmark Advisers
Ohio
$558K
FCIM
261
Fairview Capital Investment Management
California
$553K -$50.5K -1,000 -8%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$531K +$530K +10,493 New
DAS
263
Diversify Advisory Services
Utah
$525K -$44.8K -887 -8%
SEIA
264
Signature Estate & Investment Advisors
California
$520K -$94.1K -1,862 -15%
AWM
265
Able Wealth Management
New Jersey
$510K -$102K -2,023 -17%
Pathstone Holdings
266
Pathstone Holdings
New Jersey
$499K
LWM
267
Liberty Wealth Management
California
$497K -$14.4K -285 -3%
PFPT
268
Pinnacle Financial Partners (Tennessee)
Tennessee
$494K +$6.97K +138 +1%
CF
269
Clarity Financial
Texas
$490K -$98.8K -1,954 -17%
BIA
270
Bigelow Investment Advisors
Maine
$484K -$25.3K -500 -5%
PJSIMP
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K +$22K +435 +5%
MAM
272
Madison Asset Management
Wisconsin
$479K +$97.2K +1,922 +25%
CWM
273
Copia Wealth Management
Oregon
$461K -$21.3K -421 -4%
SW
274
Simplicity Wealth
New Jersey
$459K +$459K +9,071 New
FHA
275
Flagship Harbor Advisors
Massachusetts
$458K +$4.65K +92 +1%