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iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
176
Taylor & Morgan Wealth Management
Michigan
$1.08M -$373K -7,380 -26%
ASN
177
Advisory Services Network
Georgia
$1.07M +$81.5K +1,613 +8%
AWM
178
AllSquare Wealth Management
New York
$1.07M +$30.3K +600 +3%
GRP
179
Global Retirement Partners
California
$1.04M +$293K +5,804 +39%
KPWS
180
Kestra Private Wealth Services
Texas
$1M +$997K +19,737 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$961K +$537K +10,618 +127%
T
182
TRUADVICE
Florida
$932K +$931K +18,414 New
PWP
183
Private Wealth Partners
California
$912K -$925K -18,300 -50%
OCPWS
184
One Charles Private Wealth Services
Massachusetts
$892K -$70.7K -1,398 -7%
IWC
185
Integrated Wealth Concepts
Massachusetts
$814K -$1.12M -22,197 -58%
TC
186
Trilogy Capital
California
$789K +$94K +1,860 +14%
GWM
187
Geneos Wealth Management
Colorado
$788K +$296K +5,850 +60%
Millennium Management
188
Millennium Management
New York
$766K +$764K +15,126 New
CF
189
Centaurus Financial
California
$726K +$197K +3,897 +37%
MFG
190
Magnus Financial Group
New York
$719K -$268K -5,306 -27%
SWP
191
Strategic Wealth Partners
Ohio
$708K +$133K +2,632 +23%
Northern Trust
192
Northern Trust
Illinois
$695K +$693K +13,716 New
AWA
193
Arkadios Wealth Advisors
Georgia
$686K +$109K +2,166 +19%
CW
194
CreativeOne Wealth
Kansas
$680K +$678K +13,413 New
BHPW
195
Beverly Hills Private Wealth
California
$644K +$644K +12,734 New
RWM
196
Ritholtz Wealth Management
New York
$622K +$621K +12,279 New
TAM
197
Titleist Asset Management
Texas
$621K -$2.53M -49,980 -80%
BIA
198
Bigelow Investment Advisors
Maine
$620K +$618K +12,229 New
BWM
199
BlackDiamond Wealth Management
New York
$618K -$1.44M -28,532 -70%
PTC
200
Private Trust Company
Ohio
$583K -$78.4K -1,552 -12%