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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
251
SOL Capital Management
Maryland
$968K +$968K +19,000 New
RCAG
252
Rehmann Capital Advisory Group
Michigan
$967K +$102 +2 +0%
GCMG
253
Gyroscope Capital Management Group
Florida
$944K +$944K +18,531 New
EWM
254
Edge Wealth Management
New York
$938K +$938K +18,420 New
CAM
255
Concorde Asset Management
Michigan
$917K +$595K +11,675 +184%
AWMG
256
Alliance Wealth Management Group
New Jersey
$916K +$152K +2,979 +20%
AAM
257
Aureus Asset Management
Massachusetts
$901K – – –
CA
258
Calton & Associates
Florida
$861K -$99K -1,944 -10%
PFS
259
Prospera Financial Services
Texas
$861K +$861K +16,905 New
TW
260
Towerpoint Wealth
California
$850K +$264K +5,183 +45%
PA
261
Parallel Advisors
California
$843K -$1.55M -30,354 -65%
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$795K +$100K +1,964 +14%
WPC
263
White Pine Capital
Minnesota
$772K -$268K -5,255 -26%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$766K +$257K +5,050 +51%
VAIA
265
Virtus Alternative Investment Advisers
Connecticut
$762K +$87.6K +1,720 +13%
AWM
266
AE Wealth Management
Kansas
$758K +$459K +9,007 +153%
BWAM
267
Boyd Watterson Asset Management
Ohio
$756K +$39.3K +772 +5%
FAM
268
Foothills Asset Management
Arizona
$749K – – –
BBA
269
Braun-Bostich & Associates
Pennsylvania
$713K +$543K +10,660 +320%
ATC
270
Argent Trust Co
Tennessee
$697K -$28.8K -565 -4%
HCM
271
Hilton Capital Management
New York
$688K – – –
KWM
272
Kingsview Wealth Management
Oregon
$675K -$148K -2,907 -18%
1WA
273
180 Wealth Advisors
Washington
$675K +$452K +8,878 +202%
NB
274
Northwest Bancshares
Pennsylvania
$670K -$61.5K -1,208 -8%
WAM
275
Weatherly Asset Management
California
$665K +$89.2K +1,750 +15%
9 10
11
12 13