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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
Walker Financial Services
Kentucky
$39.3M +$5.33M +105,390 +16%
FWI
27
Facet Wealth Inc
Maryland
$35.4M +$2.8M +55,336 +9%
AssetMark Inc
28
AssetMark Inc
California
$33.4M -$5.51K -109 -0%
LWANC
29
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.2M +$1.84M +36,399 +6%
GM
30
GeoWealth Management
Illinois
$31.6M +$22.7M +449,599 +257%
OWM
31
Omnitrust Wealth Management
Florida
$31.3M +$22.7M +449,259 +264%
FWA
32
FORM Wealth Advisors
Wisconsin
$29.6M +$29.6M +585,477 New
IFS
33
Ifrah Financial Services
Arkansas
$26.1M -$234K -4,631 -0.9%
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$26.1M +$6.36M +125,727 +32%
PCA
35
Prosperity Capital Advisors
Ohio
$25M +$4.12M +81,394 +20%
JCM
36
J2 Capital Management
Michigan
$24.5M +$10.9M +214,936 +80%
OIA
37
OneDigital Investment Advisors
Kansas
$23.5M -$1.22M -24,162 -5%
MWM
38
Moulton Wealth Management
Washington
$23.3M +$23.3M +461,402 New
BFG
39
Beacon Financial Group
Texas
$22.8M +$184K +3,645 +0.8%
LC
40
Luminist Capital
Michigan
$22.5M +$9.66M +191,008 +75%
ATI
41
ARK & TLK Investments
Oklahoma
$22.1M -$3.35M -66,251 -13%
MA
42
Mutual Advisors
Nebraska
$21.9M +$15M +296,762 +219%
MA
43
MKT Advisors
California
$21.5M +$10.4M +206,161 +94%
HighTower Advisors
44
HighTower Advisors
Illinois
$21.1M -$8.76M -173,188 -29%
SL
45
Summitry LLC
California
$20.7M -$95.1K -1,882 -0.5%
Betterment LLC
46
Betterment LLC
New York
$20.6M +$797K +15,766 +4%
FFA
47
Farther Finance Advisors
California
$20.1M +$6.68M +132,095 +49%
Creative Planning
48
Creative Planning
Kansas
$19.4M -$112K -2,222 -0.6%
WCG
49
Weaver Consulting Group
California
$19.1M -$1.68M -33,196 -8%
SLFPAM
50
St. Louis Financial Planners Asset Management
Missouri
$18.2M -$101K -1,998 -0.6%