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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Selective Wealth Management
Virginia
$100K
PCFFS
152
Pacific Center for Financial Services
California
$99K -$215K -4,266 -68%
MIM
153
Macroview Investment Management
Maryland
$93K +$92.8K +1,841 New
US Bancorp
154
US Bancorp
Minnesota
$89K
DWP
155
Destiny Wealth Partners
Florida
$84K -$6.13M -121,540 -99%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$69K +$69.2K +1,372 New
GI
157
Gradient Investments
Minnesota
$60K +$59.7K +1,183 New
GWM
158
Geneos Wealth Management
Colorado
$45K +$10.2K +202 +29%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$40K
SC
160
Stephens Consulting
Michigan
$35.9K +$35.9K +711 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$22K +$22K +437 New
Franklin Resources
162
Franklin Resources
California
$14K +$13.9K +276 New
PB
163
Pinnacle Bancorp
Nebraska
$10K +$4.84K +96 +89%
APS
164
American Planning Services
Florida
$8.54K -$321K -6,358 -97%
CIAS
165
Capital Investment Advisory Services
North Carolina
$8K
LS
166
Leelyn Smith
Illinois
$7K
FHA
167
First Horizon Advisors
Tennessee
$7K +$7.97K +158 New
C
168
Covestor
United Kingdom
$4K +$3.93K +78 New
AF
169
Allworth Financial
California
$3K +$2.62K +52 New
IA
170
IFP Advisors
Florida
$2K +$202 +4 +12%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1K -$46.9K -931 -97%
Citigroup
172
Citigroup
New York
$1K +$555 +11 New
WIA
173
World Investment Advisors
California
-$1.71M -33,998 Closed
TIAM2
174
Tru Independence Asset Management 2
Oregon
-$770K -15,277 Closed
SKK
175
Shepherd Kaplan Krochuk
Massachusetts
-$635K -12,600 Closed