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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Cobblestone Asset Management
Virginia
– -$4.67M -92,573 Closed
WWG
452
West Wealth Group
California
– -$4.39M -86,998 Closed
SigFig Wealth Management
453
SigFig Wealth Management
California
– -$4.34M -85,937 Closed
BFG
454
Buttonwood Financial Group
Missouri
– -$3.93M -77,877 Closed
MMFA
455
Main Management Fund Advisors
California
– -$3.89M -77,050 Closed
WA
456
Wealth Alliance
New York
– -$3.88M -76,915 Closed
Merit Financial Group
457
Merit Financial Group
Georgia
– -$3.02M -59,752 Closed
TVM
458
True Vision MN
Minnesota
– -$3.01M -59,666 Closed
U.S. Capital Wealth Advisors
459
U.S. Capital Wealth Advisors
Texas
– -$2.92M -57,784 Closed
Meridian Wealth Management
460
Meridian Wealth Management
Kentucky
– -$2.9M -57,551 Closed
Davenport & Co
461
Davenport & Co
Virginia
– -$2.85M -56,450 Closed
TCA
462
Transcend Capital Advisors
New Jersey
– -$2.53M -50,218 Closed
TWM
463
Tradition Wealth Management
Minnesota
– -$2.39M -47,343 Closed
MLA
464
My Legacy Advisors
Oregon
– -$2.32M -45,912 Closed
GM
465
GeoWealth Management
Illinois
– -$2.32M -45,909 Closed
SWA
466
Stratos Wealth Advisors
Ohio
– -$2.25M -44,617 Closed
One Capital Management
467
One Capital Management
California
– -$2.21M -43,839 Closed
MFA
468
Mayflower Financial Advisors
Massachusetts
– -$1.78M -35,172 Closed
KLC
469
Knowledge Leaders Capital
Colorado
– -$1.75M -34,748 Closed
HPM
470
Hoxton Planning & Management
West Virginia
– -$1.73M -34,180 Closed
MCI
471
MRP Capital Investments
Georgia
– -$1.68M -33,225 Closed
TW
472
TrinityPoint Wealth
Connecticut
– -$1.66M -32,800 Closed
Avidian Wealth Enterprises
473
Avidian Wealth Enterprises
Texas
– -$1.59M -31,565 Closed
SL
474
SWMG LLC
Texas
– -$1.55M -30,793 Closed
TPWA
475
TRUE Private Wealth Advisors
Oregon
– -$1.53M -30,367 Closed