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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
276
MYCIO Wealth Partners
Pennsylvania
$328K
SBWM
277
Sunflower Bank Wealth Management
Arizona
$327K +$327K +6,430 New
KWA
278
KCS Wealth Advisory
California
$323K +$323K +6,349 New
CAM
279
Concorde Asset Management
Michigan
$322K -$263K -5,169 -45%
WF
280
Welch & Forbes
Massachusetts
$318K
SGCA
281
Steel Grove Capital Advisors
Tennessee
$317K
CWM
282
Cornerstone Wealth Management
Missouri
$313K -$4.89K -96 -2%
FFA
283
First Foundation Advisors
California
$308K +$1.68K +33 +0.5%
MC
284
Mathes Company
New York
$305K
WSCM
285
Wellington Shields Capital Management
New York
$302K
AWM
286
AE Wealth Management
Kansas
$299K +$299K +5,876 New
CTA
287
Chesley Taft & Associates
Illinois
$297K +$10.2K +200 +4%
First Trust Advisors
288
First Trust Advisors
Illinois
$292K +$36.9K +725 +14%
AIM
289
Advantage Investment Management
Iowa
$288K -$53.4K -1,050 -16%
VNA
290
VNBTrust National Association
Virginia
$280K
SEI Investments
291
SEI Investments
Pennsylvania
$274K +$29.3K +576 +12%
BFA
292
Beaumont Financial Advisors
Massachusetts
$273K -$65.1K -1,278 -19%
OFG
293
OmniStar Financial Group
North Carolina
$273K +$274K +5,378 New
SMG
294
Smart Money Group
Texas
$267K +$267K +5,248 New
TDC
295
Thompson Davis & Co
Virginia
$265K +$63.7K +1,252 +32%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$89.8K +1,764 +51%
MLIC
297
Mandatum Life Insurance Company
Finland
$257K
AIP
298
Ameritas Investment Partners
Nebraska
$256K -$5.34K -105 -2%
DWM
299
Dynasty Wealth Management
Florida
$255K +$255K +5,014 New
BW
300
Bison Wealth
Georgia
$250K -$4.53K -89 -2%