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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
251
Wolff Financial Management
Michigan
$804K +$288K +5,764 +57%
PFA
252
Paradigm Financial Advisors
Missouri
$802K +$150K +3,000 +23%
GRP
253
Global Retirement Partners
California
$798K -$123K -2,448 -13%
PIMG
254
Patriot Investment Management Group
Tennessee
$787K +$3.4K +68 +0.4%
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$780K
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$772K -$224K -4,482 -23%
OFG
257
Omega Financial Group
California
$726K +$718K +14,354 New
LFA
258
Lighthouse Financial Advisors
Maryland
$711K +$704K +14,063 New
LTI
259
Laffer Tengler Investments
Tennessee
$705K -$24.2K -483 -3%
IFG
260
Independent Financial Group
California
$704K -$150K -3,002 -18%
ECM
261
Evergreen Capital Management
Washington
$697K -$5.8K -116 -0.8%
CCM
262
Chilton Capital Management
Texas
$662K -$10.8K -215 -2%
EIP
263
Ellis Investment Partners
Pennsylvania
$660K +$65K +1,298 +11%
WSCM
264
Wellington Shields Capital Management
New York
$653K
PA
265
Paracle Advisors
Washington
$648K +$641K +12,813 New
CSA
266
Cottage Street Advisors
Massachusetts
$638K -$49.1K -981 -7%
SRC
267
Sage Rhino Capital
California
$637K +$630K +12,584 New
HCM
268
Hollencrest Capital Management
California
$636K
SAM
269
Summit Asset Management
Tennessee
$636K +$10.9K +218 +2%
CCG
270
Ceeto Capital Group
Florida
$632K -$100K -2,000 -14%
IWC
271
Integrated Wealth Concepts
Massachusetts
$624K -$235K -4,706 -28%
SW
272
SVB Wealth
Massachusetts
$613K -$905K -18,091 -60%
CCT
273
Capital City Trust
Florida
$606K -$72.3K -1,445 -11%
AF
274
Allworth Financial
California
$592K +$432K +8,623 +280%
VA
275
Valmark Advisers
Ohio
$592K +$586K +11,707 New