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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
226
Pinnacle Financial Partners (Georgia)
Georgia
$2.59M +$724K +14,210 +39%
AP
227
Advisors Preferred
Maryland
$2.5M +$2.5M +49,149 New
XPN
228
XY Planning Network
Montana
$2.48M +$359K +7,054 +17%
LCG
229
Lynx Capital Group
Ohio
$2.47M +$265K +5,201 +12%
BFWM
230
Bright Futures Wealth Management
New York
$2.42M +$900K +17,680 +59%
DWP
231
Destiny Wealth Partners
Florida
$2.41M -$98.7K -1,938 -4%
DLCIG
232
D.L. Carlson Investment Group
New Hampshire
$2.41M +$2.41M +47,265 New
LC
233
LCNB Corp
Ohio
$2.25M +$703K +13,800 +46%
TWM
234
TRB Wealth Management
Texas
$2.21M +$2.21M +43,421 New
IWN
235
Independent Wealth Network
Iowa
$2.18M -$36.7K -721 -2%
RFC
236
Regions Financial Corp
Alabama
$2.16M +$1.55M +30,499 +254%
SW
237
SlateStone Wealth
Florida
$2.15M +$140K +2,755 +7%
TC
238
Toews Corporation
New Jersey
$2.1M -$153K -3,000 -7%
HPM
239
Hudson Portfolio Management
New York
$2.1M -$200K -3,925 -9%
CA
240
Calton & Associates
Florida
$2.05M +$407K +7,992 +25%
PCM
241
Prelude Capital Management
New York
$2.04M -$1.3M -25,510 -39%
NAM
242
Nutshell Asset Management
United Kingdom
$2.04M
CFA
243
Collaborative Fund Advisors
Nevada
$2.01M +$2.01M +39,548 New
AAP
244
Arax Advisory Partners
Colorado
$2.01M +$1.34M +26,358 +200%
BFC
245
Blue Fin Capital
Rhode Island
$2M +$137K +2,687 +7%
DAS
246
Dynamic Advisor Solutions
Arizona
$2M +$265K +5,210 +15%
WFPG
247
Waller Financial Planning Group
Ohio
$1.98M +$15.8K +310 +0.8%
PVI
248
Pine Valley Investments
New Jersey
$1.94M +$1.94M +38,136 New
NAM
249
NTV Asset Management
West Virginia
$1.9M +$290K +5,700 +18%
BIA
250
Bigelow Investment Advisors
Maine
$1.86M -$111K -2,185 -6%