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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
226
Pinnacle Summer Investments
Virginia
$7K +$51 +1 +0.7%
AP
227
Atwood & Palmer
Missouri
$5K – – –
KTC
228
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
LWA
229
Lowe Wealth Advisors
Maryland
$3K – – –
FNBT
230
FineMark National Bank & Trust
Florida
$2K – – –
WEC
231
Winslow Evans & Crocker
Massachusetts
$1.36K +$1.42K +28 New
W
232
Wealthfront
California
$1K – – –
JG
233
Jefferies Group
New York
– -$21.9M -432,581 Closed
HI
234
Horizon Investments
North Carolina
– -$17.2M -339,758 Closed
BCM
235
Bluefin Capital Management
New York
– -$3.39M -66,981 Closed
BCM
236
BTC Capital Management
Iowa
– -$2.54M -50,150 Closed
RPG
237
Risk Paradigm Group
Texas
– -$1.09M -21,490 Closed
CWM
238
Cabot Wealth Management
Massachusetts
– -$613K -12,100 Closed
SFA
239
Sequoia Financial Advisors
Ohio
– -$442K -8,727 Closed
SEIA
240
Signature Estate & Investment Advisors
California
– -$374K -7,391 Closed
DSN
241
D. Scott Neal
Kentucky
– -$278K -5,495 Closed
DWM
242
Dakota Wealth Management
Florida
– -$278K -5,494 Closed
CAN
243
Cetera Advisor Networks
California
– -$266K -5,253 Closed
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
– -$209K -4,125 Closed
BJ
245
Brouwer & Janachowski
California
– -$171K -3,370 Closed
CIR
246
Clear Investment Research
Georgia
– -$93K -1,828 Closed
CWM
247
Catamount Wealth Management
Connecticut
– -$2K -39 Closed
6 7 8 9
10