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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
301
WealthPLAN Partners
Nebraska
$874K -$993K -19,480 -53%
MLIC
302
Mandatum Life Insurance Company
Finland
$867K +$608K +11,925 +236%
FUBT
303
First United Bank & Trust
Maryland
$832K +$147K +2,887 +22%
HCM
304
Hollencrest Capital Management
California
$827K +$356K +6,993 +76%
WCM
305
Windham Capital Management
Massachusetts
$823K – – –
AIM
306
Advantage Investment Management
Iowa
$820K -$353K -6,930 -30%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$796K – – –
WAM
308
Weatherly Asset Management
California
$790K – – –
EWM
309
Elmwood Wealth Management
California
$773K +$30.6K +600 +4%
OAM
310
Oak Asset Management
California
$772K +$51K +1,000 +7%
UWM
311
USAdvisors Wealth Management
Minnesota
$771K +$99.6K +1,954 +15%
VAIA
312
Virtus Alternative Investment Advisers
Connecticut
$764K – – –
CFMC
313
Curbstone Financial Management Corp
New Hampshire
$755K – – –
RA
314
RFG Advisory
Alabama
$753K +$84.9K +1,666 +13%
EDRIA
315
Edmonds Duncan Registered Investment Advisors
Kansas
$745K +$543K +10,658 +271%
CCG
316
Cypress Capital Group
Florida
$741K +$359K +7,050 +94%
IWC
317
Integrated Wealth Concepts
Massachusetts
$732K +$733K +14,381 New
MBT
318
Montecito Bank & Trust
California
$729K +$728K +14,281 New
RCAG
319
Rehmann Capital Advisory Group
Michigan
$712K +$74.2K +1,456 +12%
RJT
320
Raymond James Trust
Florida
$709K +$58.9K +1,155 +9%
MIM
321
Macroview Investment Management
Maryland
$705K +$164K +3,227 +30%
AP
322
Advisors Preferred
Maryland
$703K -$346K -6,790 -33%
HCM
323
Hilton Capital Management
New York
$689K -$688K -13,500 Closed
CCA
324
Clearwater Capital Advisors
Illinois
$688K +$266K +5,226 +63%
BWAM
325
Boyd Watterson Asset Management
Ohio
$686K -$159K -3,124 -19%
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