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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
251
Avantax Planning Partners
Iowa
$883K -$557 -11 -0.1%
PAG
252
Private Advisory Group
Washington
$825K +$823K +16,259 New
WP
253
WealthSource Partners
California
$823K +$12.5K +247 +2%
FHC
254
First Horizon Corporation
Tennessee
$799K +$798K +15,764 New
GRP
255
Global Retirement Partners
California
$792K -$7.8K -154 -1%
PIMG
256
Patriot Investment Management Group
Tennessee
$790K +$1.77K +35 +0.2%
IWC
257
Integrated Wealth Concepts
Massachusetts
$790K +$164K +3,248 +26%
CAM
258
Concorde Asset Management
Michigan
$785K -$107K -2,113 -12%
BHB
259
Bank Hapoalim BM
Israel
$760K – – –
MA
260
Mutual Advisors
Nebraska
$751K -$131K -2,586 -15%
TSS
261
Two Sigma Securities
New York
$748K +$747K +14,755 New
IFG
262
Independent Financial Group
California
$745K +$39.9K +787 +6%
HCM
263
Hollencrest Capital Management
California
$738K +$100K +1,974 +16%
OFG
264
Omega Financial Group
California
$728K – – –
VCA
265
Verdence Capital Advisors
Maryland
$712K -$127K -2,505 -15%
RCA
266
Rowland Carmichael Advisors
Arizona
$710K -$97.1K -1,917 -12%
ECM
267
Evergreen Capital Management
Washington
$703K +$5.06K +100 +0.7%
VA
268
Valmark Advisers
Ohio
$696K +$102K +2,020 +17%
LFA
269
Lighthouse Financial Advisors
Maryland
$692K -$20.4K -403 -3%
SW
270
SVB Wealth
Massachusetts
$692K +$77.6K +1,533 +13%
CCM
271
Chilton Capital Management
Texas
$672K +$8.36K +165 +1%
MCG
272
MACRO Consulting Group
New Jersey
$670K -$7.48M -147,734 -92%
CIP
273
Capital Insight Partners
Arizona
$659K +$124K +2,450 +23%
EIP
274
Ellis Investment Partners
Pennsylvania
$658K -$3.85K -76 -0.6%
SWP
275
Summit Wealth Partners
Florida
$658K -$407K -8,036 -38%
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