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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
301
Golden State Equity Partners
California
$832K +$56.1K +1,106 +7%
BFS
302
Bickling Financial Services
Massachusetts
$831K -$32.3K -636 -4%
WFM
303
Wolff Financial Management
Michigan
$825K +$152 +3 +0%
APA
304
Astoria Portfolio Advisors
New York
$825K +$825K +16,263 New
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$823K +$216K +4,248 +35%
CNWM
306
Clay Northam Wealth Management
California
$818K +$818K +16,130 New
PPG
307
Peak Planning Group
Colorado
$817K -$159K -3,133 -16%
SFG
308
Snider Financial Group
Washington
$802K -$122K -2,412 -13%
BCA
309
Bay Colony Advisors
Massachusetts
$797K -$2.54K -50 -0.3%
CA
310
Calton & Associates
Florida
$791K -$2.66M -52,503 -77%
PWW
311
Pettyjohn Wood & White
Virginia
$786K -$1.27K -25 -0.2%
PFA
312
Paradigm Financial Advisors
Missouri
$781K -$3.2K -63 -0.4%
USCWA
313
U.S. Capital Wealth Advisors
Texas
$779K -$52.3K -1,030 -6%
DI
314
Disciplined Investments
Oklahoma
$772K
UB
315
UMB Bank
Missouri
$768K +$768K +15,140 New
SFG
316
Summit Financial Group
West Virginia
$761K +$144K +2,840 +23%
IWP
317
Icon Wealth Partners
Texas
$742K +$18.5K +365 +3%
IA
318
Insight Advisors
Pennsylvania
$729K -$2.94K -58 -0.4%
HH
319
Hilltop Holdings
Texas
$710K -$27.9K -550 -4%
RIA
320
Realta Investment Advisors
Delaware
$695K -$48.9K -963 -7%
BWM
321
Birchcreek Wealth Management
Ohio
$694K +$17.2K +339 +3%
WWM
322
Western Wealth Management
Colorado
$689K +$689K +13,573 New
EDRH
323
Edmond de Rothschild Holding
Switzerland
$688K
SWA
324
Sax Wealth Advisors
New Jersey
$683K +$49.7K +980 +8%
Comerica Bank
325
Comerica Bank
Texas
$680K +$101K +2,000 +18%