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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
WT Wealth Management
Arizona
$1.03M -$1.71M -33,996 -62%
W
27
Wealthquest
Ohio
$923K -$25K -498 -3%
IAN
28
Integrated Advisors Network
Texas
$860K -$12.5K -249 -1%
Jane Street
29
Jane Street
New York
$853K -$5.91M -117,483 -87%
BWP
30
BSW Wealth Partners
Colorado
$833K +$633K +12,578 +316%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$607K -$8K -159 -1%
BCM
32
Beck Capital Management
Texas
$576K
SKK
33
Shepherd Kaplan Krochuk
Massachusetts
$543K
Vontobel Holding
34
Vontobel Holding
Switzerland
$500K +$500K +9,945 New
RJA
35
Raymond James & Associates
Florida
$487K +$253K +5,036 +109%
LNC
36
Lincoln National Corp
Pennsylvania
$452K +$31.1K +619 +7%
CHAM
37
Clear Harbor Asset Management
Connecticut
$434K -$4.53K -90 -1%
OC
38
Oppenheimer & Co
New York
$403K -$10.1K -200 -2%
TI
39
Truepoint Inc
Ohio
$392K +$392K +7,803 New
LWM
40
Lionsbridge Wealth Management
Florida
$333K +$334K +6,636 New
BL
41
Balentine LLC
Georgia
$320K -$39.9K -794 -11%
GCA
42
Greenwood Capital Associates
South Carolina
$310K -$518K -10,296 -63%
SS
43
Simplicity Solutions
Minnesota
$284K -$2.38M -47,265 -89%
JWCA
44
J.W. Cole Advisors
Florida
$267K +$267K +5,316 New
S
45
SignatureFD
Georgia
$209K
Stifel Financial
46
Stifel Financial
Missouri
$206K -$3.52K -70 -2%
NFG
47
Next Financial Group
Texas
$202K -$18.5K -368 -8%
FCA
48
FinTrust Capital Advisors
South Carolina
$163K -$50K -995 -23%
Osaic Holdings
49
Osaic Holdings
Arizona
$121K -$18K -357 -13%
SWM
50
Selective Wealth Management
Virginia
$110K