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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
276
IFP Advisors
Florida
$654K -$269K -5,304 -29%
PA
277
Paracle Advisors
Washington
$649K – – –
FIM
278
Freedom Investment Management
Connecticut
$645K +$132K +2,612 +26%
CSA
279
Cottage Street Advisors
Massachusetts
$640K +$355 +7 +0.1%
CCG
280
Ceeto Capital Group
Florida
$634K – – –
CCT
281
Capital City Trust
Florida
$614K +$5.67K +112 +0.9%
SAM
282
Summit Asset Management
Tennessee
$604K -$33.5K -661 -5%
RIA
283
Realta Investment Advisors
Delaware
$597K +$596K +11,778 New
AF
284
Allworth Financial
California
$594K +$304 +6 +0.1%
SRC
285
Sage Rhino Capital
California
$562K -$76K -1,500 -12%
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$561K +$193K +3,810 +53%
NB
287
Northwest Bancshares
Pennsylvania
$560K -$6.33K -125 -1%
FNC
288
First National Corp
Massachusetts
$552K – – –
SWP
289
Stratos Wealth Partners
Ohio
$542K -$368K -7,261 -40%
WAM
290
Weatherly Asset Management
California
$539K – – –
EVM
291
Eaton Vance Management
Massachusetts
$537K – – –
LF
292
Lee Financial
Texas
$535K -$18.4K -363 -3%
CCM
293
Covington Capital Management
California
$535K – – –
EWM
294
Edge Wealth Management
New York
$534K -$51.8K -1,022 -9%
RWA
295
Redhawk Wealth Advisors
Minnesota
$533K -$52.3K -1,032 -9%
SIM
296
SSI Investment Management
California
$533K -$11.1K -220 -2%
BRWA
297
B. Riley Wealth Advisors
Florida
$531K +$80.1K +1,581 +18%
ECA
298
Elevated Capital Advisors
Utah
$510K -$1.06K -21 -0.2%
PA
299
Parallel Advisors
California
$508K -$2.78M -54,853 -85%
OWA
300
Outlook Wealth Advisors
Texas
$508K -$27.6K -544 -5%
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12
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