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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Triumph Capital Management
Colorado
$4.04K +$4.04K +80 New
Arax Advisory Partners
402
Arax Advisory Partners
Colorado
$3.94K +$3.94K +78 New
BFP
403
Birchwood Financial Partners
Minnesota
$2.52K +$2.52K +50 New
EverSource Wealth Advisors
404
EverSource Wealth Advisors
Alabama
$2.37K – – –
LAS
405
Lloyd Advisory Services
Georgia
$1.8K +$1.82K +36 New
ASCM
406
Adkins Seale Capital Management
Louisiana
$1.56K +$1.56K +31 New
RIL
407
Rothschild Investment LLC
Illinois
$1.51K – – –
TAM
408
Tucker Asset Management
Colorado
$1.46K +$1.46K +29 New
Bogart Wealth LLC
409
Bogart Wealth LLC
Virginia
$1.36K – – –
HIA
410
Harbor Investment Advisory
Maryland
$1.11K – – –
SS
411
Sunbelt Securities
Texas
$394 – – –
EP
412
Essential Partners
California
$151 – – –
GWSA
413
Global Wealth Strategies & Associates
Colorado
$151 – – –
MWM
414
Moulton Wealth Management
Washington
– -$10.4M -205,004 Closed
MAG
415
Members Advisory Group
New York
– -$3.35M -66,130 Closed
AIP
416
Almanack Investment Partners
Pennsylvania
– -$3.07M -60,711 Closed
WG
417
Warner Group
Connecticut
– -$1.41M -27,940 Closed
JHC
418
J. Hagan Capital
Kentucky
– -$1.34M -26,463 Closed
CPRC
419
Consolidated Portfolio Review Corp
New York
– -$765K -15,122 Closed
TCI Wealth Advisors
420
TCI Wealth Advisors
Arizona
– -$693K -13,707 Closed
SWA
421
Stratos Wealth Advisors
Ohio
– -$668K -13,212 Closed
Brighton Jones LLC
422
Brighton Jones LLC
Washington
– -$664K -13,134 Closed
Natixis Advisors
423
Natixis Advisors
Massachusetts
– -$531K -10,493 Closed
CF
424
Clarity Financial
Texas
– -$490K -9,688 Closed
HRT Financial
425
HRT Financial
New York
– -$408K -8,080 Closed