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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
Invested Advisors
Pennsylvania
$526K +$19.7K +389 +4%
Truist Financial
277
Truist Financial
North Carolina
$514K -$18.6K -367 -3%
BLC
278
Blue Line Capital
Illinois
$508K -$593K -11,728 -54%
Geneos Wealth Management
279
Geneos Wealth Management
Colorado
$508K -$169K -3,349 -25%
AWMS
280
Advocacy Wealth Management Services
Georgia
$487K -$53K -1,049 -10%
RSWA
281
Robinson Smith Wealth Advisors
Maine
$483K -$450K -8,896 -48%
Pinnacle Financial Partners (Georgia)
282
Pinnacle Financial Partners (Georgia)
Georgia
$481K +$1.82K +36 +0.4%
Steward Partners Investment Advisory
283
Steward Partners Investment Advisory
New York
$479K -$59.7K -1,181 -11%
TA
284
Tactive Advisors
Florida
$470K -$113K -2,238 -19%
UMB Bank
285
UMB Bank
Missouri
$460K +$240K +4,741 +109%
MAM
286
Milestone Asset Management
Pennsylvania
$460K -$3.65M -72,198 -89%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$455K – – –
AIA
288
Accelerate Investment Advisors
California
$443K +$11.5K +228 +3%
IA
289
Inspire Advisors
Idaho
$436K +$435K +8,613 New
RFG Advisory
290
RFG Advisory
Alabama
$433K -$53.1K -1,051 -11%
FCIM
291
Fairview Capital Investment Management
California
$427K -$20.2K -400 -5%
AWM
292
Adams Wealth Management
Utah
$424K -$108K -2,131 -20%
CI
293
CacheTech Inc
Utah
$424K -$108K -2,131 -20%
Brown Advisory
294
Brown Advisory
Maryland
$423K +$13.4K +265 +3%
HRT Financial
295
HRT Financial
New York
$414K +$414K +8,186 New
IFWM
296
Institute for Wealth Management
Colorado
$414K -$51 -1 -0%
PJSIMP
297
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K -$71.4K -1,413 -15%
Aptus Capital Advisors
298
Aptus Capital Advisors
Alabama
$398K -$25.4K -503 -6%
Apella Capital
299
Apella Capital
Connecticut
$398K +$398K +7,867 New
GWANC
300
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K -$25.4K -502 -6%