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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$1.33M +$1.33M +26,358 New
GWM
102
GSB Wealth Management
Connecticut
$1.22M -$31.4K -622 -3%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.17M +$1.16M +23,087 New
IF
104
Insight Folios
North Carolina
$1.01M -$101K -2,012 -9%
MM
105
Main Management
California
$954K +$952K +18,889 New
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$812K +$811K +16,088 New
FEM
107
Fulcrum Equity Management
Texas
$770K +$769K +15,252 New
Creative Planning
108
Creative Planning
Kansas
$768K +$767K +15,205 New
AA
109
Advisory Alpha
Michigan
$713K -$162K -3,209 -19%
HighTower Advisors
110
HighTower Advisors
Illinois
$675K +$673K +13,340 New
WIC
111
Woodmont Investment Counsel
Tennessee
$660K -$76.8K -1,524 -10%
TCWM
112
Total Clarity Wealth Management
Illinois
$655K +$249K +4,948 +62%
BCM
113
Brookstone Capital Management
Illinois
$655K +$654K +12,978 New
CWA
114
Capital Wealth Alliance
Arizona
$632K -$49.2K -975 -7%
BIA
115
Bigelow Investment Advisors
Maine
$608K
CA
116
Calton & Associates
Florida
$608K +$607K +12,046 New
BFS
117
Bard Financial Services
Connecticut
$568K +$567K +11,250 New
IAN
118
Integrated Advisors Network
Texas
$528K +$58.1K +1,153 +12%
Vontobel Holding
119
Vontobel Holding
Switzerland
$502K
SPC
120
Sigma Planning Corp
Michigan
$490K -$1.58M -31,249 -76%
PTC
121
Private Trust Company
Ohio
$487K +$87.8K +1,741 +22%
BAM
122
BTS Asset Management
Massachusetts
$479K -$5.75K -114 -1%
PFPT
123
Pinnacle Financial Partners (Tennessee)
Tennessee
$477K +$86.9K +1,723 +22%
KAS
124
Kestra Advisory Services
Texas
$437K +$218K +4,330 +100%
MA
125
Mutual Advisors
Nebraska
$436K +$436K +8,638 New