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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
226
One Capital Management
California
$1.87M -$144K -2,828 -7%
NP
227
Nilsine Partners
Colorado
$1.86M -$708K -13,912 -28%
FFA
228
Farther Finance Advisors
California
$1.85M -$212K -4,162 -10%
EP
229
Edgestream Partners
New Jersey
$1.82M +$203K +3,986 +13%
BMCM
230
Bryn Mawr Capital Management
Pennsylvania
$1.8M -$659K -12,951 -78%
DG
231
DMC Group
Alabama
$1.8M +$60.8K +1,195 +4%
AWA
232
Arete Wealth Advisors
Illinois
$1.79M +$386K +7,590 +28%
PWM
233
Perigon Wealth Management
California
$1.79M +$755K +14,842 +74%
CFP
234
Cascade Financial Partners
California
$1.78M +$1.78M +34,974 New
OFS
235
OneAscent Financial Services
Alabama
$1.73M +$8.39K +165 +0.5%
GKWIM
236
Gerber Kawasaki Wealth & Investment Management
California
$1.7M +$29.5K +580 +2%
DIA
237
Davidson Investment Advisors
Montana
$1.7M -$102K -2,013 -6%
DCM
238
Donaldson Capital Management
Indiana
$1.7M +$3.05K +60 +0.2%
AI
239
AXS Investments
New York
$1.68M -$356K -7,000 -18%
CF
240
Clarity Financial
Texas
$1.68M +$295K +5,790 +21%
MNBTD
241
Moody National Bank Trust Division
Texas
$1.68M – – –
KC
242
Kades & Cheifetz
Pennsylvania
$1.67M +$6.61K +130 +0.4%
PI
243
PFG Investments
New York
$1.66M +$216K +4,247 +15%
FHA
244
Flagship Harbor Advisors
Massachusetts
$1.64M -$603K -11,849 -27%
USB
245
Union Savings Bank
Connecticut
$1.6M -$15.4K -303 -1%
CAG
246
Csenge Advisory Group
Florida
$1.57M +$115K +2,252 +8%
NAM
247
NTV Asset Management
West Virginia
$1.57M +$711K +13,967 +83%
FT
248
Fiduciary Trust
Massachusetts
$1.55M +$499K +9,814 +48%
DFA
249
DHK Financial Advisors
New Hampshire
$1.54M +$15.1K +296 +1%
JIP
250
Jaffetilchin Investment Partners
Florida
$1.54M -$858K -16,871 -36%
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