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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Occidental Asset Management
California
$363K
CFA
227
Camarda Financial Advisors
Florida
$358K -$347K -6,830 -49%
PAS
228
Park Avenue Securities
New York
$358K +$361K +7,095 New
NAM
229
NTV Asset Management
West Virginia
$356K
AIM
230
Advantage Investment Management
Iowa
$347K -$3.98M -78,193 -92%
BFA
231
Beaumont Financial Advisors
Massachusetts
$335K +$335K +6,588 New
HSA
232
HBK Sorce Advisory
Pennsylvania
$331K +$254 +5 +0.1%
Mariner
233
Mariner
Kansas
$327K +$51.5K +1,013 +19%
LFAS
234
Level Four Advisory Services
Texas
$326K
MWP
235
MYCIO Wealth Partners
Pennsylvania
$326K
AWS
236
AJ Wealth Strategies
New York
$325K -$1.3M -25,644 -80%
AA
237
Ancora Advisors
Ohio
$324K +$323K +6,350 New
SS
238
Simplicity Solutions
Minnesota
$323K -$326K -6,403 -50%
FHC
239
First Heartland Consultants
Missouri
$323K -$116K -2,276 -26%
LFG
240
LifePlan Financial Group
Ohio
$323K +$118K +2,318 +57%
HCM
241
Hollencrest Capital Management
California
$321K -$847K -16,651 -73%
CWM
242
Cornerstone Wealth Management
Missouri
$320K -$62.1K -1,221 -16%
CAM
243
Caprin Asset Management
Virginia
$318K -$11.8M -231,758 -96%
WF
244
Welch & Forbes
Massachusetts
$318K
BWA
245
BDO Wealth Advisors
Florida
$315K +$315K +6,188 New
GCAC
246
Guardian Capital Advisors (Canada)
Ontario, Canada
$311K +$72.7K +1,430 +31%
MC
247
Mathes Company
New York
$306K
WSCM
248
Wellington Shields Capital Management
New York
$303K
CAM
249
Concorde Asset Management
Michigan
$302K -$176K -3,458 -37%
M&T Bank
250
M&T Bank
New York
$302K +$14.5K +286 +5%