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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Elmwood Wealth Management
California
$712K -$70.2K -1,380 -9%
LI
302
LVZ Inc
Michigan
$711K +$412K +8,099 +138%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$703K +$31.2K +613 +5%
CFMC
304
Curbstone Financial Management Corp
New Hampshire
$700K -$53.4K -1,050 -7%
WAM
305
Weatherly Asset Management
California
$698K -$74.9K -1,473 -10%
UWM
306
USAdvisors Wealth Management
Minnesota
$697K -$1.78K -35 -0.3%
SB
307
Simmons Bank
Arkansas
$692K -$34.8K -685 -5%
QFA
308
Quattro Financial Advisors
Texas
$689K -$25.7M -504,545 -97%
BHB
309
Bank Hapoalim BM
Israel
$685K
PIMG
310
Patriot Investment Management Group
Tennessee
$677K -$2.95K -58 -0.4%
CIA
311
Capital Investment Advisors
Georgia
$670K +$97.3K +1,913 +17%
CSA
312
Cottage Street Advisors
Massachusetts
$668K -$27.8K -546 -4%
FPFS
313
First Personal Financial Services
North Carolina
$664K
SCM
314
SOL Capital Management
Maryland
$662K -$305K -6,000 -32%
WBC
315
West Branch Capital
Massachusetts
$660K -$8.34K -164 -1%
WSCM
316
Wellington Shields Capital Management
New York
$657K
CF
317
Centaurus Financial
California
$649K +$270K +5,306 +71%
MAU
318
MRA Associates USA
Arizona
$645K
BAS
319
Brown Advisory Securities
Maryland
$645K +$31.7K +624 +5%
CCG
320
Ceeto Capital Group
Florida
$637K
W
321
WealthOne
New York
$626K +$626K +12,300 New
WI
322
Wintrust Investments
Illinois
$611K +$62.1K +1,221 +11%
ST
323
Spinnaker Trust
Maine
$601K -$17M -333,402 -97%
LFG
324
LifePlan Financial Group
Ohio
$600K -$2.76M -54,211 -82%
HIC
325
Holderness Investments Company
North Carolina
$600K -$61K -1,200 -9%