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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$39.2M +$910K +18,000 +2%
OIA
27
OneDigital Investment Advisors
Kansas
$38.2M +$10.3M +203,462 +37%
SYBT
28
Stock Yards Bank & Trust
Kentucky
$36.8M +$36.8M +727,208 New
Stifel Financial
29
Stifel Financial
Missouri
$34.6M +$184K +3,634 +0.5%
OAS
30
Optivise Advisory Services
Tennessee
$34M +$12M +237,991 +55%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$33.7M -$18.2M -360,903 -35%
Wells Fargo
32
Wells Fargo
California
$33.3M -$10.1M -199,189 -23%
MAM
33
Madison Asset Management
Wisconsin
$32.4M -$5.67M -112,187 -15%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$31.8M -$23.1M -456,977 -42%
NRI
35
NFP Retirement Inc
California
$31.5M +$988K +19,555 +3%
SI
36
Stash Investments
New York
$29.8M +$2.68M +53,050 +10%
FWI
37
Facet Wealth Inc
Maryland
$28.2M +$1.98M +39,131 +8%
MML Investors Services
38
MML Investors Services
Massachusetts
$27.8M -$1.61M -31,819 -5%
PDL
39
Portfolio Design Labs
California
$26.1M +$20.6M +407,824 +377%
SL
40
Summitry LLC
California
$24.5M +$252K +4,994 +1%
IFS
41
Ifrah Financial Services
Arkansas
$24.4M +$758K +14,997 +3%
Betterment LLC
42
Betterment LLC
New York
$24M +$8.73M +172,764 +57%
DWA
43
Divergent Wealth Advisors
Utah
$23.2M +$1.01M +20,051 +5%
PAG
44
Private Advisor Group
New Jersey
$23M +$5.49M +108,547 +31%
LWANC
45
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.5M +$1.33M +26,396 +6%
PCA
46
Prosperity Capital Advisors
Ohio
$22M +$20.5M +405,825 +1,403%
GWA
47
GGM Wealth Advisors
Maryland
$21.9M +$514K +10,177 +2%
BFG
48
Beacon Financial Group
Texas
$21M -$1.01M -20,068 -5%
MWM
49
Moulton Wealth Management
Washington
$19.4M -$4.01M -79,377 -17%
CC
50
Cypress Capital
Tennessee
$19.1M -$1.25M -24,658 -6%