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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$434K +$113K +2,240 +35%
IFG
127
Independent Financial Group
California
$429K +$28K +556 +7%
TI
128
Truepoint Inc
Ohio
$394K
SWM
129
Spire Wealth Management
Virginia
$388K +$383K +7,600 +9,157%
KWA
130
KCS Wealth Advisory
California
$379K +$378K +7,500 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$368K +$134K +2,667 +58%
RF
132
Resolute Financial
Massachusetts
$351K +$350K +6,950 New
VA
133
Valmark Advisers
Ohio
$338K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$338K +$22.8K +452 +7%
ACM
135
Absolute Capital Management
Pennsylvania
$331K -$67.6K -1,341 -17%
IWC
136
Integrated Wealth Concepts
Massachusetts
$320K +$27.4K +543 +9%
PWM
137
Perigon Wealth Management
California
$294K +$294K +5,824 New
BWP
138
BSW Wealth Partners
Colorado
$268K +$454 +9 +0.2%
PWM
139
PBMares Wealth Management
Virginia
$247K +$247K +4,900 New
RA
140
RFG Advisory
Alabama
$239K +$239K +4,731 New
RIA
141
Regal Investment Advisors
Michigan
$234K +$234K +4,631 New
ETC
142
Exchange Traded Concepts
Oklahoma
$231K +$231K +4,583 New
BWM
143
BlackDiamond Wealth Management
New York
$223K +$223K +4,420 New
BAM
144
Belpointe Asset Management
Nevada
$222K -$104K -2,070 -32%
DWMG
145
DB Wealth Management Group
California
$214K +$76.5K +1,518 +56%
S
146
SignatureFD
Georgia
$210K
ARC
147
Advisor Resource Council
Texas
$207K +$207K +4,100 New
IRC
148
Investors Research Corp
Georgia
$152K +$24.1K +478 +19%
CF
149
Centaurus Financial
California
$116K +$116K +2,297 New
Wells Fargo
150
Wells Fargo
California
$114K +$35.2K +699 +45%