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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONST
276
Old North State Trust
North Carolina
$586K
EWM
277
Edge Wealth Management
New York
$585K
APWM
278
Atlas Private Wealth Management
New York
$584K -$154K -3,078 -21%
RWA
279
Redhawk Wealth Advisors
Minnesota
$584K +$100 +2 +0%
NB
280
Northwest Bancshares
Pennsylvania
$565K -$1.3K -26 -0.2%
LF
281
Lee Financial
Texas
$552K +$128K +2,549 +31%
SIM
282
SSI Investment Management
California
$542K -$19.5K -390 -4%
AWA
283
Acorn Wealth Advisors
Michigan
$539K +$3.45K +69 +0.7%
WAM
284
Weatherly Asset Management
California
$537K
EVM
285
Eaton Vance Management
Massachusetts
$535K -$50.2K -1,003 -9%
OWA
286
Outlook Wealth Advisors
Texas
$534K -$20.2K -403 -4%
CCM
287
Covington Capital Management
California
$534K
CIP
288
Capital Insight Partners
Arizona
$533K +$527K +10,535 New
WCG
289
Weaver Consulting Group
California
$530K +$9.66K +193 +2%
FIM
290
Freedom Investment Management
Connecticut
$511K +$146K +2,920 +41%
ECA
291
Elevated Capital Advisors
Utah
$511K +$504K +10,080 New
CASB
292
Cape Ann Savings Bank
Massachusetts
$504K +$499K +9,971 New
GCA
293
Gradient Capital Advisors
California
$502K
CCFM
294
Clear Creek Financial Management
Washington
$501K +$221K +4,419 +80%
GC
295
Grimes & Company
Massachusetts
$495K
CWM
296
Cabot Wealth Management
Massachusetts
$490K -$99.1K -1,980 -17%
Prudential Financial
297
Prudential Financial
New Jersey
$484K -$482K -9,640 -50%
FHA
298
Flagship Harbor Advisors
Massachusetts
$483K +$172K +3,428 +56%
AWE
299
Avidian Wealth Enterprises
Texas
$480K -$12.4K -248 -3%
WP
300
WealthShield Partners
North Carolina
$478K -$2.25K -45 -0.5%