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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KC
251
Kades & Cheifetz
Pennsylvania
$1.74M +$8.43K +167 +0.5%
MCC
252
Money Concepts Capital
Florida
$1.72M +$6.35M +125,782 +251%
CCA
253
Clearwater Capital Advisors
Illinois
$1.71M -$157K -3,106 -8%
GWANC
254
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M +$1.69M +33,482 New
GTAM
255
Global Trust Asset Management
Florida
$1.7M -$30.3K -600 -2%
KP
256
Keel Point
Alabama
$1.69M -$12.7M -252,364 -88%
FWA
257
FOCUS Wealth Advisors
Texas
$1.69M -$22.4K -443 -1%
MFG
258
Monumental Financial Group
Maryland
$1.65M +$246K +4,882 +18%
BFG
259
Bleakley Financial Group
New Jersey
$1.64M +$1.65M +32,620 New
SS
260
Simplicity Solutions
Minnesota
$1.64M +$1.65M +32,620 New
SF
261
Synovus Financial
Georgia
$1.58M -$507K -10,043 -24%
DWM
262
Dakota Wealth Management
Florida
$1.56M -$98.1K -1,944 -6%
KWM
263
Kingsview Wealth Management
Oregon
$1.55M -$734K -14,541 -32%
PIM
264
Penobscot Investment Management
Massachusetts
$1.55M -$10.1K -200 -0.6%
DADC
265
D.A. Davidson & Co
Montana
$1.55M +$250K +4,960 +19%
SCA
266
STALEY CAPITAL ADVISERS
Pennsylvania
$1.54M
HWM
267
HB Wealth Management
Georgia
$1.53M -$14.5K -287 -0.9%
ACA
268
Anchor Capital Advisors
Massachusetts
$1.53M -$133K -2,636 -8%
MNBTD
269
Moody National Bank Trust Division
Texas
$1.51M
Bank of New York Mellon
270
Bank of New York Mellon
New York
$1.51M -$4.72M -93,485 -76%
DFA
271
DHK Financial Advisors
New Hampshire
$1.44M +$12.1K +240 +0.8%
BPC
272
Banque Pictet & Cie
Switzerland
$1.41M +$1.41M +28,000 New
WAS
273
Wealth Advisory Solutions
Indiana
$1.37M -$24.5K -486 -2%
OPS
274
Orion Portfolio Solutions
Nebraska
$1.37M +$154K +3,049 +13%
BCI
275
Brinker Capital Investments
Pennsylvania
$1.37M +$1.14M +22,617 +493%