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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
251
Bright Futures Wealth Management
New York
$2.38M -$39.3K -771 -2%
TWM
252
TRB Wealth Management
Texas
$2.31M +$89.2K +1,751 +4%
SAG
253
SageView Advisory Group
California
$2.25M +$490K +9,610 +28%
DAS
254
Dynamic Advisor Solutions
Arizona
$2.23M +$233K +4,569 +12%
BPA
255
Beacon Pointe Advisors
California
$2.23M +$1.81M +35,625 +447%
HPM
256
Hudson Portfolio Management
New York
$2.17M +$73.9K +1,450 +4%
IPW
257
Impact Partnership Wealth
Georgia
$2.15M +$424K +8,333 +25%
NL
258
NWAM LLC
Washington
$2.11M +$1.66M +32,676 +377%
TC
259
Toews Corporation
New Jersey
$2.1M – – –
BFC
260
Blue Fin Capital
Rhode Island
$2.07M +$64.9K +1,274 +3%
MFA
261
Mayflower Financial Advisors
Massachusetts
$2.06M +$2.06M +40,442 New
LIM
262
Leavell Investment Management
Alabama
$2.06M +$219K +4,309 +12%
WFPG
263
Waller Financial Planning Group
Ohio
$2.03M +$50.2K +986 +3%
CFD
264
Creative Financial Designs
Indiana
$2.01M +$193K +3,785 +11%
AFG
265
Atomi Financial Group
New York
$1.98M -$5.58M -109,630 -74%
HF
266
HRT Financial
New York
$1.96M +$1.96M +38,385 New
QFP
267
Quantum Financial Partners
Kansas
$1.95M +$1.95M +38,230 New
IFG
268
Independent Financial Group
California
$1.91M +$268K +5,263 +16%
IAA
269
Independent Advisor Alliance
North Carolina
$1.9M -$3.69M -72,458 -66%
SA
270
Sovran Advisors
California
$1.9M +$119K +2,330 +7%
NAM
271
NTV Asset Management
West Virginia
$1.89M -$14.3K -280 -0.8%
WWA
272
WCG Wealth Advisors
Nevada
$1.86M +$46.2K +906 +3%
BIA
273
Bigelow Investment Advisors
Maine
$1.84M -$25.7K -505 -1%
LIM
274
Loudon Investment Management
New Hampshire
$1.83M +$403K +7,920 +28%
SAM
275
Smartleaf Asset Management
Massachusetts
$1.8M – – –
9 10
11
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