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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
Sovereign Financial Group
Connecticut
$800K +$798K +15,773 New
SPI
302
Sutton Place Investors
New York
$796K +$794K +15,693 New
PWP
303
Private Wealth Partners
California
$784K -$129K -2,550 -14%
WHCI
304
W.H. Cornerstone Investments
Massachusetts
$775K +$773K +15,267 New
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$769K +$767K +15,149 New
T
306
TRUADVICE
Florida
$761K -$170K -3,366 -18%
SWA
307
Strata Wealth Advisors
Texas
$746K +$744K +14,693 New
NL
308
NWAM LLC
Washington
$744K +$742K +14,669 New
TC
309
Trilogy Capital
California
$738K -$52.8K -1,043 -7%
AA
310
Ancora Advisors
Ohio
$733K +$731K +14,448 New
LA
311
LexAurum Advisors
Kansas
$713K +$711K +14,055 New
IP
312
Ignite Planners
California
$709K +$709K +14,008 New
HWA
313
HCR Wealth Advisors
California
$706K +$704K +13,905 New
KWA
314
KCS Wealth Advisory
California
$700K -$2.41M -47,613 -78%
WAL
315
W Advisors LLC
Tennessee
$695K +$693K +13,689 New
Northern Trust
316
Northern Trust
Illinois
$690K -$6.22K -123 -0.9%
KWM
317
Keebeck Wealth Management
Illinois
$669K +$667K +13,185 New
IA
318
IFG Advisory
Georgia
$651K +$650K +12,833 New
MIS
319
Morningstar Investment Services
Illinois
$635K +$634K +12,517 New
BIA
320
Bigelow Investment Advisors
Maine
$622K +$1.01K +20 +0.2%
WFC
321
Western Financial Corp
California
$618K +$617K +12,189 New
TAM
322
Titleist Asset Management
Texas
$605K -$16.4K -324 -3%
IGWM
323
ICA Group Wealth Management
Colorado
$590K +$508K +10,043 +618%
LIA
324
LifePlan Investment Advisors
North Carolina
$582K +$581K +11,471 New
ACM
325
Absolute Capital Management
Pennsylvania
$571K +$570K +11,254 New