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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
76
Kiely Wealth Advisory Group
North Carolina
$10M -$1.14M -22,616 -10%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$10M +$157K +3,109 +2%
UCFA
78
United Capital Financial Advisors
Texas
$9.76M -$8.57M -169,639 -47%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$9.25M +$5.49M +108,676 +146%
SOS
80
Silver Oak Securities
Tennessee
$9.23M +$1.35M +26,743 +17%
EW
81
Element Wealth
Mississippi
$8.97M +$148K +2,928 +2%
MA
82
MKT Advisors
California
$8.85M +$2.14M +42,445 +32%
WMG
83
WESCAP Management Group
California
$8.82M -$5.57M -110,210 -39%
MA
84
Mutual Advisors
Nebraska
$8.64M +$886K +17,546 +11%
HCA
85
Heck Capital Advisors
Wisconsin
$8.62M +$1.5M +29,732 +21%
BCI
86
Brinker Capital Investments
Pennsylvania
$8.5M -$2.36M -46,648 -22%
OPS
87
Orion Portfolio Solutions
Nebraska
$8.5M -$2.36M -46,648 -22%
CPCM
88
Cardinal Point Capital Management
Ontario, Canada
$8.32M +$4.94M +97,798 +146%
PWM
89
Perigon Wealth Management
California
$8.3M -$58.8K -1,165 -0.7%
EWM
90
Elmwood Wealth Management
California
$8.06M -$179K -3,546 -2%
CWM
91
Centurion Wealth Management
Virginia
$7.99M +$727K +14,393 +10%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$7.77M +$7.77M +153,855 New
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$7.75M +$1.25M +24,833 +19%
CWMGP
94
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$7.62M -$345K -6,827 -4%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$7.62M -$1.45M -28,744 -16%
MWM
96
Meridian Wealth Management
Kentucky
$7.52M +$2.34M +46,267 +45%
VHAM
97
Van Hulzen Asset Management
California
$7.37M +$842K +16,675 +13%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$7.32M +$412K +8,152 +6%
VBFG
99
Vishria Bird Financial Group
Tennessee
$7.27M +$22.6K +447 +0.3%
MCA
100
Magnolia Capital Advisors
Mississippi
$7.17M +$6.23M +123,405 +661%