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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
301
Questar Asset Management
Minnesota
$1.3M +$1.31M +25,796 New
CG
302
Colony Group
Massachusetts
$1.28M -$606K -11,950 -32%
SHA
303
Seneca House Advisors
Virginia
$1.27M +$111K +2,188 +10%
SP
304
Sarasin & Partners
United Kingdom
$1.26M – – –
RA
305
RFG Advisory
Alabama
$1.24M +$496K +9,775 +66%
CA
306
Calton & Associates
Florida
$1.23M +$291K +5,743 +31%
OFG
307
OmniStar Financial Group
North Carolina
$1.22M +$36.7K +724 +3%
FFG
308
Frisch Financial Group
New York
$1.22M +$1.23M +24,168 New
MLM
309
Mount Lucas Management
Pennsylvania
$1.18M -$177K -3,494 -13%
PGA
310
Premia Global Advisors
Florida
$1.16M +$1.16M +22,950 New
SCC
311
Spring Creek Capital
Kansas
$1.15M -$16.8K -332 -1%
WSCM
312
Wellington Shields Capital Management
New York
$1.15M +$860K +16,950 +285%
KWM
313
Kingsview Wealth Management
Oregon
$1.15M +$13.4K +265 +1%
EWM
314
Edge Wealth Management
New York
$1.14M +$152K +3,001 +15%
SFG
315
StrategIQ Financial Group
Indiana
$1.13M +$143K +2,816 +14%
CT
316
Coastline Trust
Rhode Island
$1.1M +$827K +16,300 +295%
BTNA
317
Bremer Trust National Association
Minnesota
$1.08M -$192K -3,790 -15%
BPB
318
Badgley, Phelps & Bell
Washington
$1.07M -$13.9M -274,156 -93%
CCG
319
Cypress Capital Group
Florida
$1.07M +$340K +6,705 +46%
MM
320
Meridian Management
Arkansas
$1.03M – – –
FA
321
Forefront Analytics
Pennsylvania
$1.01M +$502K +9,889 +98%
1WA
322
180 Wealth Advisors
Washington
$1.01M -$15.6K -308 -2%
CL
323
CPWM LLC
Washington
$960K -$740K -14,591 -43%
SCM
324
SOL Capital Management
Maryland
$957K – – –
RJT
325
Raymond James Trust
Florida
$946K +$247K +4,876 +35%
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13
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