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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
301
Traphagen Investment Advisors
New Jersey
$474K -$801 -16 -0.2%
AIM
302
Alhambra Investment Management
Florida
$474K -$2.95K -59 -0.6%
JIP
303
Jaffetilchin Investment Partners
Florida
$468K -$292K -5,828 -39%
AWM
304
Altavista Wealth Management
North Carolina
$463K -$11.6K -231 -2%
FUBT
305
First United Bank & Trust
Maryland
$460K -$355K -7,101 -44%
SPI
306
Santori & Peters Inc
Pennsylvania
$453K +$449K +8,965 New
BRWA
307
B. Riley Wealth Advisors
Florida
$450K -$94.5K -1,888 -18%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$450K – – –
DWM
309
Dakota Wealth Management
Florida
$434K +$430K +8,583 New
GC
310
Garde Capital
Washington
$430K – – –
SWM
311
Sugarloaf Wealth Management
Georgia
$429K -$198K -3,963 -32%
AWS
312
AJ Wealth Strategies
New York
$425K – – –
NFC
313
Northeast Financial Consultants
Connecticut
$422K +$1.8K +36 +0.4%
BAS
314
Brown Advisory Securities
Maryland
$416K -$30.9K -618 -7%
CA
315
Calton & Associates
Florida
$414K -$439K -8,763 -52%
SFM
316
Signet Financial Management
New Jersey
$413K -$200K -3,994 -33%
FNC
317
First National Corp
Massachusetts
$412K +$9.31K +186 +2%
RCAG
318
Rehmann Capital Advisory Group
Michigan
$409K -$53.2K -1,064 -12%
IWM
319
IHT Wealth Management
Illinois
$400K -$155K -3,094 -28%
CBFP
320
Cedar Brook Financial Partners
Ohio
$400K -$29.6K -592 -7%
SWP
321
Strategic Wealth Partners
Ohio
$396K -$2.49M -49,804 -86%
AAS
322
Annex Advisory Services
Wisconsin
$387K -$36.9K -737 -9%
DWM
323
Darwin Wealth Management
Florida
$370K +$3.85K +77 +1%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K -$41.1K -821 -10%
DCM
325
Donaldson Capital Management
Indiana
$361K – – –
11 12
13
14 15