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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECA
301
Elevated Capital Advisors
Utah
$831K +$831K +16,310 New
PFA
302
Plotkin Financial Advisors
Maryland
$824K +$824K +16,183 New
TD Asset Management
303
TD Asset Management
Ontario, Canada
$816K -$781K -15,341 -49%
MFG
304
Magnus Financial Group
New York
$805K +$531K +10,417 +193%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$785K -$764 -15 -0.1%
CWM
306
Cabot Wealth Management
Massachusetts
$778K -$62.1K -1,219 -7%
AAS
307
Annex Advisory Services
Wisconsin
$773K +$510K +10,015 +194%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$765K -$12.3K -241 -2%
APWM
309
Atlas Private Wealth Management
New York
$762K +$762K +14,968 New
BHB
310
Bank Hapoalim BM
Israel
$761K
CONA
311
Capital One National Association
New York
$759K +$759K +14,905 New
QFA
312
Quattro Financial Advisors
Texas
$758K -$390K -7,652 -34%
FAM
313
Foothills Asset Management
Arizona
$751K -$119K -2,335 -14%
LTI
314
Laffer Tengler Investments
Tennessee
$739K +$132K +2,583 +22%
PIMG
315
Patriot Investment Management Group
Tennessee
$732K +$4.99K +98 +0.7%
AWA
316
Acorn Wealth Advisors
Michigan
$722K -$18.3K -360 -2%
CAN
317
Claraphi Advisory Network
United States
$713K +$138K +2,700 +24%
HWM
318
Howard Wealth Management
Connecticut
$702K +$703K +13,794 New
CAC
319
Certified Advisory Corp
Florida
$694K +$52K +1,020 +8%
SFS
320
Sowell Financial Services
Arkansas
$693K -$2.25M -44,199 -76%
BRWA
321
B. Riley Wealth Advisors
Florida
$689K +$82K +1,610 +14%
FPCP
322
Fort Point Capital Partners
California
$687K +$1.22K +24 +0.2%
BAM
323
Bruderman Asset Management
New York
$684K +$92K +1,806 +16%
CCM
324
Chilton Capital Management
Texas
$679K +$47.1K +925 +7%
LFG
325
LifePlan Financial Group
Ohio
$660K +$13.9K +272 +2%