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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
251
Icon Wealth Partners
Texas
$1.08M +$824K +16,220 +326%
SWM
252
Spire Wealth Management
Virginia
$1.06M +$1.07M +20,966 New
SIA
253
Strategic Investment Advisors
Michigan
$1.03M +$18.2K +359 +2%
BWM
254
Bulltick Wealth Management
Florida
$1.03M -$559K -10,996 -35%
ACM
255
Ascendant Capital Management
California
$1.02M +$1.02M +20,000 New
PA
256
PFG Advisors
Arizona
$1M -$322K -6,330 -24%
NFP
257
Novak Financial Planning
Maryland
$977K +$120K +2,365 +14%
BRWA
258
B. Riley Wealth Advisors
Florida
$977K +$600K +11,809 +159%
FT
259
Fiduciary Trust
Massachusetts
$965K – – –
NAM
260
NTV Asset Management
West Virginia
$952K +$953K +18,750 New
IC
261
Inscription Capital
Texas
$949K +$691K +13,600 +267%
SWA
262
Sightline Wealth Advisors
Connecticut
$947K +$20.9K +411 +2%
WP
263
WealthSource Partners
California
$945K +$307K +6,052 +48%
CAG
264
Csenge Advisory Group
Florida
$937K -$237K -4,671 -20%
MIH
265
Meitav Investment House
Israel
$934K -$156K -3,080 -14%
ACA
266
Anchor Capital Advisors
Massachusetts
$934K – – –
GWM
267
Geneos Wealth Management
Colorado
$927K -$73.1K -1,439 -7%
PWW
268
Pettyjohn Wood & White
Virginia
$913K -$7.62K -150 -0.8%
GF
269
Gries Financial
Ohio
$913K +$914K +17,988 New
OFG
270
OmniStar Financial Group
North Carolina
$910K -$1.39M -27,296 -60%
PPG
271
Peak Planning Group
Colorado
$897K +$897K +17,665 New
CF
272
Centaurus Financial
California
$895K +$895K +17,616 New
FHB
273
First Hawaiian Bank
Hawaii
$885K +$11K +216 +1%
WWM
274
Western Wealth Management
Colorado
$869K -$934K -18,379 -52%
PFA
275
Paradigm Financial Advisors
Missouri
$848K -$278K -5,464 -25%
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11
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