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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Wealth
351
NewEdge Wealth
Pennsylvania
$202K – – –
IRC
352
Investors Research Corp
Georgia
$183K +$6.11K +121 +3%
VWWMG
353
Vermillion & White Wealth Management Group
Pennsylvania
$151K – – –
VR
354
Vision Retirement
New Jersey
$149K +$149K +2,959 New
RWA
355
Redmont Wealth Advisors
Illinois
$149K -$500K -9,899 -77%
LWMI
356
Legacy Wealth Management (Idaho)
Idaho
$138K – – –
AA
357
Addison Advisors
Vermont
$138K +$35.1K +696 +34%
CIAS
358
Capital Investment Advisory Services
North Carolina
$134K -$4.04K -80 -3%
Blue Trust Inc
359
Blue Trust Inc
Georgia
$126K +$126K +2,500 New
MCM
360
MV Capital Management
Maryland
$120K -$14.7K -291 -11%
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$118K -$9.39K -186 -7%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$118K +$34.9K +692 +42%
FFA
363
Founders Financial Alliance
North Carolina
$107K +$50 +1 +0%
Ancora Advisors
364
Ancora Advisors
Ohio
$104K -$16K -316 -13%
AFC
365
Ares Financial Consulting
California
$90.1K +$90.1K +1,785 New
WP
366
WealthShield Partners
North Carolina
$81.8K -$1.01K -20 -1%
CFP
367
Comprehensive Financial Planning
Pennsylvania
$81K -$12.9K -256 -14%
IWM
368
IMG Wealth Management
Florida
$68.9K – – –
GCM
369
Gables Capital Management
Florida
$66.8K – – –
OC
370
Optima Capital
Oregon
$62K +$62K +1,228 New
CX Institutional
371
CX Institutional
Indiana
$60K +$757 +15 +1%
CWP
372
Clark Wealth Partners
Illinois
$53.3K – – –
FF
373
Friedenthal Financial
New Jersey
$44K -$16.6K -328 -27%
NCM
374
Northwest Capital Management
Oregon
$42.9K -$64.3K -1,273 -60%
SA
375
Scarborough Advisors
Maryland
$36.6K +$404 +8 +1%