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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
301
Lowe Wealth Advisors
Maryland
$3K – – –
VIA
302
Vantage Investment Advisors
Pennsylvania
$3K – – –
KKAMG
303
Kernodle & Katon Asset Management Group
Arkansas
$3K +$3.25K +64 New
CFA
304
Carroll Financial Associates
North Carolina
$2K -$8.43K -166 -79%
WEC
305
Winslow Evans & Crocker
Massachusetts
$1.17K -$2.23K -44 -65%
GI
306
Gradient Investments
Minnesota
$1K – – –
WA
307
WFG Advisors
Texas
$1K – – –
CS
308
Credit Suisse
Switzerland
– -$8.98M -176,941 Closed
BFG
309
Bouchey Financial Group
New York
– -$7.07M -139,432 Closed
LG
310
Leuthold Group
Minnesota
– -$1.5M -29,653 Closed
PRS
311
Pinkerton Retirement Specialists
Idaho
– -$936K -18,453 Closed
PAS
312
Park Avenue Securities
New York
– -$443K -8,724 Closed
ACP
313
Aveo Capital Partners
Colorado
– -$407K -8,017 Closed
KC
314
Kingfisher Capital
North Carolina
– -$385K -7,584 Closed
WP
315
WealthSource Partners
California
– -$355K -6,996 Closed
CC
316
Cedar Capital
Illinois
– -$250K -4,928 Closed
NPF
317
Norris Perne & French
Michigan
– -$203K -4,000 Closed
PIA
318
Piedmont Investment Advisors
North Carolina
– -$141K -2,788 Closed
AA
319
Ancora Advisors
Ohio
– -$69K -1,350 Closed
SIG
320
Stanford Investment Group
California
– -$59K -1,170 Closed
EWM
321
Evercore Wealth Management
New York
– -$25K -500 Closed
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
– -$16K -320 Closed
JFA
323
JNBA Financial Advisors
Minnesota
– -$7K -147 Closed
AP
324
Atwood & Palmer
Missouri
– -$5K -100 Closed
PMFA
325
Plante Moran Financial Advisors
Michigan
– -$2K -44 Closed