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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
276
LVW Advisors
New York
$914K +$44.5K +875 +5%
AIM
277
Advantage Investment Management
Iowa
$907K +$173K +3,397 +24%
EDRIA
278
Edmonds Duncan Registered Investment Advisors
Kansas
$906K +$26.1K +513 +3%
BWCS
279
Beirne Wealth Consulting Services
Connecticut
$905K +$450K +8,846 +99%
CA
280
Calton & Associates
Florida
$899K -$161K -3,168 -15%
TF
281
Trek Financial
Arizona
$891K +$890K +17,499 New
CAM
282
Concorde Asset Management
Michigan
$886K +$123K +2,420 +16%
1WA
283
180 Wealth Advisors
Washington
$879K +$215K +4,221 +32%
CWM
284
Cabot Wealth Management
Massachusetts
$866K -$206K -4,058 -19%
MLIC
285
Mandatum Life Insurance Company
Finland
$865K
RA
286
RFG Advisory
Alabama
$861K -$78.1K -1,535 -8%
AWM
287
Altavista Wealth Management
North Carolina
$855K -$122K -2,395 -12%
HFA
288
High Falls Advisors
New York
$854K -$23.7K -466 -3%
EB
289
Eastern Bank
Massachusetts
$845K -$458K -9,003 -35%
CAN
290
Claraphi Advisory Network
United States
$835K +$26.7K +525 +3%
AWA
291
Acorn Wealth Advisors
Michigan
$826K -$6.15M -120,946 -88%
LPT
292
Legacy Private Trust
Wisconsin
$811K -$608K -11,957 -43%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$804K +$38.7K +761 +5%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$801K +$156K +3,067 +24%
ECM
295
Evergreen Capital Management
Washington
$797K -$374K -7,360 -32%
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$795K
DG
297
Delek Group
Israel
$770K -$736K -14,471 -48%
FPCP
298
Fort Point Capital Partners
California
$762K -$97K -1,906 -11%
ACG
299
Allen Capital Group
Nebraska
$735K -$1.88K -37 -0.3%
NFG
300
Nations Financial Group
Iowa
$724K +$51.1K +1,005 +8%