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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
276
Wolff Financial Management
Michigan
$846K -$74.1K -1,459 -8%
SRC
277
Sage Rhino Capital
California
$813K
DI
278
Disciplined Investments
Oklahoma
$782K +$12.8K +251 +2%
VA
279
Valmark Advisers
Ohio
$772K +$49.5K +974 +7%
CG
280
Colony Group
Massachusetts
$756K -$139K -2,744 -16%
AWA
281
Arete Wealth Advisors
Illinois
$746K +$373K +7,349 +100%
CT
282
Coastline Trust
Rhode Island
$741K -$317K -6,245 -30%
COCM
283
Charter Oak Capital Management
New Hampshire
$710K +$38.6K +760 +6%
SSWM
284
Smith Salley Wealth Management
North Carolina
$704K +$704K +13,865 New
APP
285
Avantax Planning Partners
Iowa
$699K -$71.9K -1,415 -9%
CCM
286
Chilton Capital Management
Texas
$692K +$19.6K +385 +3%
LFA
287
Lighthouse Financial Advisors
Maryland
$691K +$11.1K +218 +2%
MCG
288
MACRO Consulting Group
New Jersey
$686K +$21.6K +426 +3%
Prudential Financial
289
Prudential Financial
New Jersey
$686K +$181K +3,562 +36%
ECM
290
Evergreen Capital Management
Washington
$681K -$2.54K -50 -0.4%
APWM
291
Atlas Private Wealth Management
New York
$673K +$667K +13,132 +11,321%
PF
292
Phoenix Financial
Israel
$660K +$191K +3,750 +41%
HCM
293
Hollencrest Capital Management
California
$659K -$79.7K -1,569 -11%
GRP
294
Global Retirement Partners
California
$659K -$49K -965 -7%
PA
295
Paracle Advisors
Washington
$650K
EA
296
Efficient Advisors
Ohio
$649K -$974K -19,163 -60%
ASN
297
Advisory Services Network
Georgia
$647K +$365K +7,175 +129%
EWA
298
Evolution Wealth Advisors
Florida
$644K +$644K +12,675 New
CSA
299
Cottage Street Advisors
Massachusetts
$641K +$152 +3 +0%
SFP
300
Shepherd Financial Partners
Massachusetts
$640K -$143K -2,816 -18%