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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
276
Ironwood Financial
Arizona
$54K -$9.14K -180 -14%
SWA
277
Sutton Wealth Advisors
Florida
$52.1K
PCTC
278
Perkins Coie Trust Company
Washington
$49K
HDIM
279
Hanson & Doremus Investment Management
Vermont
$48K
SIAP
280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K +$47.9K +943 New
SPIA
281
Steward Partners Investment Advisory
New York
$47K +$5.08K +100 +12%
TDC
282
Thompson Davis & Co
Virginia
$42K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$37K -$406K -7,999 -92%
CPIG
284
Chicago Partners Investment Group
Illinois
$30K +$29.7K +584 New
AF
285
Allworth Financial
California
$25K
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$25K
GBBWRPM
287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K
WCM
288
Wealthcare Capital Management
Virginia
$25K
IWM
289
IHT Wealth Management
Illinois
$20K
CAM
290
Close Asset Management
United Kingdom
$19K +$19.3K +380 New
MA
291
MCF Advisors
Kentucky
$18K +$18K +355 New
DOA
292
D'Orazio & Associates
Virginia
$13K
CFG
293
CKW Financial Group
Hawaii
$12K +$864 +17 +8%
GEA
294
Glen Eagle Advisors
New Jersey
$10.2K
NR
295
Newfound Research
Massachusetts
$10K -$71.3K -1,404 -88%
WTB
296
Washington Trust Bank
Washington
$9K
HCA
297
Harbour Capital Advisors
Virginia
$7.63K +$7.62K +150 New
PSW
298
Portfolio Strategies (Washington)
Washington
$5K
PFSC
299
Peoples Financial Services Corp
Pennsylvania
$4K +$3.76K +74 New
NC
300
NewSquare Capital
Pennsylvania
$3K -$7.62K -150 -73%