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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
301
Ceeto Capital Group
Florida
$637K – – –
CCM
302
Chilton Capital Management
Texas
$633K +$632K +12,414 New
W
303
WealthOne
New York
$611K -$15.8K -311 -3%
TPWA
304
TRUE Private Wealth Advisors
Oregon
$610K +$50K +982 +9%
BRWA
305
B. Riley Wealth Advisors
Florida
$608K +$26.5K +521 +5%
LTI
306
Laffer Tengler Investments
Tennessee
$608K +$128K +2,520 +27%
JWS
307
Juncture Wealth Strategies
Arizona
$607K +$136K +2,664 +29%
ST
308
Spinnaker Trust
Maine
$602K – – –
MIH
309
Meitav Investment House
Israel
$595K +$86.8K +1,706 +17%
CWA
310
Clarus Wealth Advisors
Arizona
$592K +$41.6K +817 +8%
BAM
311
Bruderman Asset Management
New York
$592K +$369K +7,244 +165%
EB
312
Eastern Bank
Massachusetts
$590K -$254K -4,995 -30%
CBFP
313
Cedar Brook Financial Partners
Ohio
$585K -$9.52K -187 -2%
PP
314
Paloma Partners
Connecticut
$584K +$583K +11,461 New
HPC
315
Hobart Private Capital
North Carolina
$576K -$3.41K -67 -0.6%
CAN
316
Claraphi Advisory Network
United States
$576K -$260K -5,100 -31%
NB
317
Northwest Bancshares
Pennsylvania
$572K – – –
CPP
318
Crow Point Partners
Massachusetts
$566K – – –
WBC
319
West Branch Capital
Massachusetts
$563K -$97K -1,907 -15%
GWM
320
Geneos Wealth Management
Colorado
$563K -$30.4K -597 -5%
SIM
321
SSI Investment Management
California
$557K -$2.12M -41,711 -79%
EVM
322
Eaton Vance Management
Massachusetts
$556K – – –
LFPWM
323
Leicht Financial Planning & Wealth Management
New Jersey
$543K -$4.64M -91,117 -90%
CCM
324
Covington Capital Management
California
$543K -$30.5K -600 -5%
FGAM
325
Financial Gravity Asset Management
Texas
$542K -$600K -11,785 -53%
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13
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