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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$1.36M – – –
JPLA
277
Joseph P. Lucia & Associates
New York
$1.35M -$1.1M -21,791 -45%
PA
278
Pinnacle Associates
New York
$1.34M -$960K -19,024 -42%
NP
279
Nilsine Partners
Colorado
$1.33M +$1.33M +26,312 New
CWP
280
Core Wealth Partners
California
$1.31M +$214K +4,236 +19%
FAIM
281
Financial Advocates Investment Management
Washington
$1.3M -$297K -5,887 -19%
NSG
282
Nalls Sherbakoff Group
Tennessee
$1.3M +$1.3M +25,844 New
CISOA
283
Capital Investment Services of America
Wisconsin
$1.29M – – –
EDRH
284
Edmond de Rothschild Holding
Switzerland
$1.28M -$839K -16,619 -39%
VA
285
Valmark Advisers
Ohio
$1.26M -$17K -336 -1%
DI
286
Disciplined Investments
Oklahoma
$1.25M +$258K +5,106 +26%
IFO
287
Independent Family Office
New York
$1.25M -$2.52M -49,846 -67%
GWM
288
Geneos Wealth Management
Colorado
$1.23M -$299K -5,930 -20%
PCM
289
Parsons Capital Management
Rhode Island
$1.22M -$87.8K -1,740 -7%
BWM
290
Bulltick Wealth Management
Florida
$1.21M -$63.9K -1,267 -5%
CFGS
291
Concourse Financial Group Securities
Alabama
$1.2M -$4.01M -79,544 -77%
WT
292
Whittier Trust
California
$1.2M +$60.2K +1,193 +5%
CWS
293
Cypress Wealth Services
California
$1.19M -$2.32K -46 -0.2%
EGA
294
Eagle Global Advisors
Texas
$1.19M +$35.3K +700 +3%
CAG
295
Csenge Advisory Group
Florida
$1.17M +$384K +7,602 +49%
VWM
296
Venturi Wealth Management
Texas
$1.13M +$64.2K +1,273 +6%
PI
297
PFG Investments
New York
$1.12M +$1.12M +22,212 New
HIC
298
Hartline Investment Corp
Illinois
$1.11M -$653K -12,946 -37%
CCM
299
Coldstream Capital Management
Washington
$1.09M +$41.1K +814 +4%
MWP
300
MYCIO Wealth Partners
Pennsylvania
$1.08M – – –
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