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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
301
Johnson Bixby & Associates
Washington
$1.38M -$235K -4,674 -15%
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$1.36M +$340K +6,780 +34%
SCM
303
Stonehearth Capital Management
Massachusetts
$1.31M +$679K +13,515 +108%
WFM
304
Wolff Financial Management
Michigan
$1.3M +$268K +5,339 +26%
DADC
305
D.A. Davidson & Co
Montana
$1.3M -$172K -3,416 -12%
BAM
306
Byrne Asset Management
New Jersey
$1.29M -$1.25M -24,990 -49%
CISOA
307
Capital Investment Services of America
Wisconsin
$1.29M -$201K -4,000 -13%
BWM
308
Bulltick Wealth Management
Florida
$1.27M – – –
HWM
309
HB Wealth Management
Georgia
$1.26M +$1.26M +25,047 New
GIA
310
Gladstone Institutional Advisory
Florida
$1.2M -$240K -4,773 -17%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$18K -358 -1%
CWS
312
Cypress Wealth Services
California
$1.19M +$100 +2 +0%
SG
313
StoneX Group
New York
$1.18M -$229K -4,570 -16%
PG
314
Patten Group
Tennessee
$1.18M +$379K +7,550 +47%
SB
315
Strategic Blueprint
Georgia
$1.16M +$215K +4,283 +23%
LSA
316
Lansing Street Advisors
Pennsylvania
$1.16M -$80.5K -1,603 -6%
MFG
317
Monumental Financial Group
Maryland
$1.15M -$95.2K -1,896 -8%
WT
318
Whittier Trust
California
$1.14M +$754K +15,021 +197%
SWP
319
ShoreHaven Wealth Partners
New Jersey
$1.13M +$1.13M +22,410 New
JWCA
320
J.W. Cole Advisors
Florida
$1.12M -$348K -6,925 -24%
VA
321
Valmark Advisers
Ohio
$1.12M +$367K +7,302 +49%
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$40.7K -811 -4%
MPPLM
323
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$4.17K -83 -0.4%
WB
324
WesBanco Bank
West Virginia
$1.1M -$27K -537 -2%
AHC
325
Anderson Hoagland & Co
Missouri
$1.1M +$24K +478 +2%
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