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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$284K – – –
TPW
327
Talon Private Wealth
Florida
$282K +$282K +5,577 New
NL
328
Navalign LLC
California
$281K – – –
GWMR
329
GC Wealth Management RIA
Massachusetts
$277K +$15.9K +315 +6%
Kingsview Wealth Management
330
Kingsview Wealth Management
Oregon
$272K +$271K +5,366 New
PI
331
PFG Investments
New York
$271K +$33.7K +667 +14%
Wedmont Private Capital
332
Wedmont Private Capital
Pennsylvania
$270K +$270K +5,338 New
SP
333
Stablepoint Partners
Massachusetts
$269K +$268K +5,308 New
SPAS
334
Spectrum Planning & Advisory Services
California
$267K -$147K -2,900 -35%
D.A. Davidson & Co
335
D.A. Davidson & Co
Montana
$259K -$368K -7,288 -59%
GS
336
GWN Securities
Florida
$257K +$36.9K +730 +17%
TD Waterhouse Canada
337
TD Waterhouse Canada
Ontario, Canada
$256K -$2.17K -43 -0.8%
PAS
338
PKS Advisory Services
New York
$244K -$41.6K -823 -15%
CWM
339
Copia Wealth Management
Oregon
$243K -$162K -3,200 -40%
FFG
340
Fiduciary Financial Group
California
$243K -$34.8K -688 -13%
VWA
341
Visionary Wealth Advisors
Illinois
$239K +$239K +4,723 New
Madison Asset Management
342
Madison Asset Management
Wisconsin
$228K -$105K -2,076 -32%
Williams Jones Wealth Management
343
Williams Jones Wealth Management
New York
$227K – – –
CF
344
Cyr Financial
Illinois
$222K +$3.79K +75 +2%
Western Wealth Management
345
Western Wealth Management
Colorado
$220K +$1.82K +36 +0.8%
Sowell Financial Services
346
Sowell Financial Services
Arkansas
$218K – – –
ARC
347
Advisor Resource Council
Texas
$217K – – –
Ameriprise
348
Ameriprise
Minnesota
$216K -$109K -2,162 -34%
Independent Advisor Alliance
349
Independent Advisor Alliance
North Carolina
$216K +$215K +4,258 New
AA
350
Ascent Advisors
Minnesota
$214K +$155K +3,063 New