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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
76
Truepoint Inc
Ohio
$393K
PFPT
77
Pinnacle Financial Partners (Tennessee)
Tennessee
$388K +$389K +7,716 New
VA
78
Valmark Advisers
Ohio
$337K -$305K -6,047 -47%
APS
79
American Planning Services
Florida
$328K +$329K +6,527 New
BAM
80
Belpointe Asset Management
Nevada
$325K +$325K +6,458 New
Bank of New York Mellon
81
Bank of New York Mellon
New York
$320K +$320K +6,348 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$315K +$119K +2,361 +61%
PCFFS
83
Pacific Center for Financial Services
California
$314K +$314K +6,229 New
CA
84
Cetera Advisors
Colorado
$298K +$298K +5,918 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$292K +$53.2K +1,056 +22%
WWM
86
WT Wealth Management
Arizona
$288K +$9.22K +183 +3%
BWP
87
BSW Wealth Partners
Colorado
$268K +$101 +2 +0%
MAM
88
Madison Asset Management
Wisconsin
$236K +$236K +4,675 New
FHA
89
Flagship Harbor Advisors
Massachusetts
$233K +$233K +4,614 New
KAS
90
Kestra Advisory Services
Texas
$218K +$218K +4,321 New
OC
91
Oppenheimer & Co
New York
$212K +$212K +4,213 New
S
92
SignatureFD
Georgia
$210K
DWMG
93
DB Wealth Management Group
California
$137K +$137K +2,723 New
WAM
94
Worth Asset Management
Texas
$130K +$71.8K +1,425 +123%
IRC
95
Investors Research Corp
Georgia
$128K +$11.5K +228 +10%
SWM
96
Selective Wealth Management
Virginia
$100K
US Bancorp
97
US Bancorp
Minnesota
$89K +$89.1K +1,768 New
Wells Fargo
98
Wells Fargo
California
$78K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48.2K +957 New
FCA
100
FinTrust Capital Advisors
South Carolina
$45K