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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
51
GGM Wealth Advisors
Maryland
$16.7M -$5.1M -100,905 -23%
AWS
52
Atria Wealth Solutions
New York
$15.2M +$2.07M +41,007 +16%
OA
53
Oxbow Advisors
Texas
$14.9M -$120M -2,380,536 -89%
MWM
54
Moulton Wealth Management
Washington
$14.4M -$5.01M -99,202 -26%
MAM
55
Madison Asset Management
Wisconsin
$14.3M -$18M -357,157 -56%
MIA
56
Madison Investment Advisors
Wisconsin
$14.3M +$14.3M +283,868 New
EH
57
Equitable Holdings
New York
$14.3M +$342K +6,778 +2%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$14M +$12.3M +244,411 +749%
LCM
59
Lunt Capital Management
Utah
$13.9M +$6.75M +133,715 +94%
HighTower Advisors
60
HighTower Advisors
Illinois
$13.9M +$167K +3,299 +1%
ATI
61
ARK & TLK Investments
Oklahoma
$13.5M +$2.19M +43,449 +19%
SLFPAM
62
St. Louis Financial Planners Asset Management
Missouri
$13.4M -$93.6K -1,853 -0.7%
SMAM
63
Sugar Maple Asset Management
Wisconsin
$13.2M -$683K -13,520 -5%
FFA
64
Farther Finance Advisors
California
$12.9M +$8.69M +172,114 +207%
FTUS
65
Flow Traders U.S.
New York
$12.5M -$3.37M -66,686 -21%
GRP
66
Global Retirement Partners
California
$12M -$188K -3,718 -2%
CRWM
67
Castle Rock Wealth Management
California
$11.9M +$107K +2,118 +0.9%
JP Morgan Chase
68
JP Morgan Chase
New York
$11.9M +$8.5M +168,220 +250%
Betterment LLC
69
Betterment LLC
New York
$11.5M -$12.5M -246,911 -52%
VPP
70
Vertex Planning Partners
Illinois
$11.3M +$1.45M +28,757 +15%
AI
71
Atria Investments
North Carolina
$11.2M +$1.21M +24,045 +12%
Creative Planning
72
Creative Planning
Kansas
$10.8M +$3.35M +66,327 +45%
Cerity Partners
73
Cerity Partners
New York
$10.6M +$2.1M +41,567 +25%
SFGP
74
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.3M +$10.3M +203,865 New
FFS
75
Founders Financial Securities
Maryland
$10.1M -$3.48M -68,904 -26%