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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCG
226
Lynx Capital Group
Ohio
$2.2M +$204 +4 +0%
XPN
227
XY Planning Network
Montana
$2.13M +$2.14M +41,926 New
IA
228
Integrity Alliance
Iowa
$2.09M +$2.09M +41,047 New
MIH
229
Meitav Investment House
Israel
$2.05M +$326K +6,398 +19%
CI
230
CacheTech Inc
Utah
$2.05M -$490K -9,616 -19%
NAM
231
Nutshell Asset Management
United Kingdom
$2.04M
BF
232
Bonfire Financial
Colorado
$2.03M -$61.7K -1,212 -3%
SW
233
SlateStone Wealth
Florida
$2.01M +$521K +10,230 +35%
Bank of New York Mellon
234
Bank of New York Mellon
New York
$2M +$281K +5,510 +16%
BHWM
235
Beaird Harris Wealth Management
Texas
$1.98M +$31.2K +612 +2%
BIA
236
Bigelow Investment Advisors
Maine
$1.97M +$3.36K +66 +0.2%
CA
237
Callahan Advisors
Texas
$1.96M +$306 +6 +0%
WFPG
238
Waller Financial Planning Group
Ohio
$1.96M +$82.3K +1,615 +4%
OPWM
239
Oxinas Partners Wealth Management
Indiana
$1.91M +$170K +3,332 +10%
TW
240
Tempo Wealth
Ohio
$1.89M +$1.9M +37,232 New
MA
241
Mutual Advisors
Nebraska
$1.89M +$168K +3,295 +10%
SI
242
Stirlingshire Investments
New York
$1.88M +$1.88M +36,926 New
Principal Financial Group
243
Principal Financial Group
Iowa
$1.87M -$185K -3,637 -9%
IAA
244
Independent Advisor Alliance
North Carolina
$1.87M -$97K -1,904 -5%
CFD
245
Creative Financial Designs
Indiana
$1.86M +$130K +2,554 +7%
AFP
246
Ausdal Financial Partners
Iowa
$1.86M +$218K +4,282 +13%
AI
247
Atria Investments
North Carolina
$1.86M -$369K -7,242 -17%
BFC
248
Blue Fin Capital
Rhode Island
$1.86M +$207K +4,063 +12%
PFPG
249
Pinnacle Financial Partners (Georgia)
Georgia
$1.86M +$1.86M +36,569 New
LIM
250
Leavell Investment Management
Alabama
$1.86M -$271K -5,326 -13%