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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$62.5M +$38M +751,676 +157%
WANY
27
Wealthspire Advisors (New York)
New York
$60.5M +$6.66M +131,512 +12%
WA
28
WestEnd Advisors
North Carolina
$60.2M +$1.03M +20,448 +2%
Mariner
29
Mariner
Kansas
$58.9M +$6.49M +128,298 +12%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$58.4M +$53M +1,047,381 +1,006%
CAN
31
Cetera Advisor Networks
California
$58.1M +$21.4M +423,364 +59%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$57.8M +$12.3M +242,136 +27%
AIA
33
Arbor Investment Advisors
North Carolina
$55.1M +$14.2M +279,580 +35%
AIA
34
Acute Investment Advisory
Arizona
$54.1M +$53.9M +1,065,412 New
KWILP
35
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M -$23.6M -465,742 -31%
AssetMark Inc
36
AssetMark Inc
California
$52.8M -$593K -11,708 -1%
Renaissance Technologies
37
Renaissance Technologies
New York
$50.5M +$15.2M +301,100 +43%
OIA
38
OneDigital Investment Advisors
Kansas
$49.5M +$49.3M +974,975 New
Wells Fargo
39
Wells Fargo
California
$45.8M +$39.2M +773,974 +603%
Stifel Financial
40
Stifel Financial
Missouri
$44.2M +$26.4M +522,255 +150%
Cerity Partners
41
Cerity Partners
New York
$43.1M +$34.2M +675,950 +390%
RI
42
Rinkey Investments
California
$39.1M +$721K +14,248 +2%
W
43
Wealthquest
Ohio
$38.1M +$791K +15,625 +2%
NQWM
44
Northwest Quadrant Wealth Management
Oregon
$37.1M +$2.43M +48,030 +7%
EF
45
Empowered Funds
Pennsylvania
$36.3M +$20.5M +405,843 +130%
AWS
46
Atria Wealth Solutions
New York
$34M +$17.8M +351,224 +110%
BPWM
47
Badgley Phelps Wealth Managers
Washington
$32.8M -$341K -6,734 -1%
AWM
48
Axxcess Wealth Management
California
$32.5M +$32.4M +640,537 New
WP
49
WealthSource Partners
California
$32.5M +$32.4M +640,414 New
CAAS
50
Capital Asset Advisory Services
Michigan
$31.7M +$13.7M +271,545 +77%