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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
301
Alesco Advisors
New York
$1.07M -$9.13K -180 -0.8%
CWM
302
Connecticut Wealth Management
Connecticut
$1.06M -$127K -2,500 -11%
WT
303
Whittier Trust
California
$1.06M -$55.7K -1,098 -5%
NIWA
304
New Insight Wealth Advisors
California
$1.05M +$1.05M +20,645 New
MCA
305
MSH Capital Advisors
Arizona
$1.04M -$51.2K -1,010 -5%
FT
306
Fiduciary Trust
Massachusetts
$1.04M -$35.2K -695 -3%
PAS
307
Park Avenue Securities
New York
$1.03M -$602K -11,881 -37%
PWM
308
Perigon Wealth Management
California
$1.02M +$97.5K +1,923 +11%
VWM
309
Venturi Wealth Management
Texas
$1.02M – – –
SP
310
Sarasin & Partners
United Kingdom
$1.01M +$1.01M +20,000 New
MIA
311
MMBG Investment Advisors
Florida
$1.01M -$157K -3,090 -13%
SAS
312
Stelac Advisory Services
New York
$1M +$53.6K +1,057 +6%
H
313
HoyleCohen
California
$997K +$110K +2,160 +12%
KPWS
314
Kestra Private Wealth Services
Texas
$978K +$683K +13,471 +230%
BAAM
315
Baker Avenue Asset Management
California
$953K -$764K -15,078 -44%
FCIM
316
Fairview Capital Investment Management
California
$945K -$25.3K -500 -3%
NA
317
Navellier & Associates
Nevada
$941K +$943K +18,594 New
RJT
318
Raymond James Trust
Florida
$938K – – –
BFC
319
Blue Fin Capital
Rhode Island
$934K +$60.4K +1,192 +7%
HI
320
Harbour Investments
Wisconsin
$928K -$12.9K -254 -1%
RA
321
Rise Advisors
New York
$920K -$7.81K -154 -0.8%
FPGK
322
Financial Partners Group (Kansas)
Kansas
$917K +$8.97K +177 +1%
APWA
323
Atlas Private Wealth Advisors
New Jersey
$893K +$20.3K +400 +2%
KWS
324
Keystone Wealth Services
California
$893K +$3.09K +61 +0.3%
TC
325
TownSquare Capital
Utah
$887K +$5.53K +109 +0.6%
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