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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$785K -$504K -9,944 -34%
PAG
252
Private Advisory Group
Washington
$784K -$40.2K -793 -5%
SFP
253
Shepherd Financial Partners
Massachusetts
$781K -$264K -5,200 -25%
APP
254
Avantax Planning Partners
Iowa
$770K -$113K -2,226 -13%
DI
255
Disciplined Investments
Oklahoma
$768K -$124K -2,453 -14%
FHC
256
First Horizon Corporation
Tennessee
$765K -$34.3K -676 -4%
HCM
257
Hollencrest Capital Management
California
$738K – – –
VA
258
Valmark Advisers
Ohio
$721K +$25.1K +495 +4%
BSAM
259
Blue Sky Asset Management
Colorado
$716K +$715K +14,096 New
GRP
260
Global Retirement Partners
California
$708K -$84.7K -1,671 -11%
RJT
261
Raymond James Trust
Florida
$701K -$314K -6,194 -31%
CWA
262
Centennial Wealth Advisory
Michigan
$696K +$696K +13,724 New
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$693K +$693K +13,660 New
VCA
264
Verdence Capital Advisors
Maryland
$691K -$21.1K -417 -3%
ECM
265
Evergreen Capital Management
Washington
$683K -$20.3K -400 -3%
DADC
266
D.A. Davidson & Co
Montana
$682K +$437K +8,623 +179%
LFA
267
Lighthouse Financial Advisors
Maryland
$679K -$13.3K -263 -2%
CCM
268
Chilton Capital Management
Texas
$672K -$101 -2 -0%
COCM
269
Charter Oak Capital Management
New Hampshire
$671K +$671K +13,223 New
ATPW
270
Ashton Thomas Private Wealth
Arizona
$670K -$1.32M -25,960 -66%
FEM
271
Fulcrum Equity Management
Texas
$668K +$204K +4,014 +44%
MCG
272
MACRO Consulting Group
New Jersey
$662K -$8.93K -176 -1%
ACM
273
Advisors Capital Management
New Jersey
$649K -$13.6M -267,869 -95%
PA
274
Paracle Advisors
Washington
$649K – – –
CIP
275
Capital Insight Partners
Arizona
$642K -$16.9K -333 -3%
9 10
11
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