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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
301
Joseph P. Lucia & Associates
New York
$938K -$109K -2,135 -10%
FCIM
302
Fairview Capital Investment Management
California
$928K +$10.2K +200 +1%
GSWM
303
Greenup Street Wealth Management
Michigan
$914K +$80.4K +1,579 +10%
SGAM
304
Stephens Group Asset Management
Arkansas
$906K -$144K -2,826 -14%
TC
305
TownSquare Capital
Utah
$906K – – –
CISOA
306
Capital Investment Services of America
Wisconsin
$891K -$61.1K -1,200 -6%
SAS
307
Stelac Advisory Services
New York
$862K -$50.5K -991 -6%
IA
308
IFP Advisors
Florida
$857K +$491K +9,633 +134%
AWE
309
Avidian Wealth Enterprises
Texas
$853K +$20.4K +400 +2%
GPA
310
Guidance Point Advisors
Massachusetts
$853K +$9.37K +184 +1%
MIA
311
MMBG Investment Advisors
Florida
$852K -$45.1K -885 -5%
DWM
312
Dakota Wealth Management
Florida
$848K -$24.3K -477 -3%
ACA
313
Anchor Capital Advisors
Massachusetts
$845K – – –
MPPLM
314
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$843K +$35.9K +704 +4%
WAM
315
WNY Asset Management
New York
$840K -$327K -6,419 -28%
HGA
316
Hobbs Group Advisors
South Carolina
$800K +$1.63K +32 +0.2%
PFS
317
Prospera Financial Services
Texas
$795K +$555K +10,905 +233%
CWM
318
Connecticut Wealth Management
Connecticut
$791K -$280K -5,500 -26%
WB
319
Webster Bank
Connecticut
$786K +$634K +12,450 +421%
SG
320
StoneX Group
New York
$784K +$426K +8,364 +120%
FPAS
321
Focus Partners Advisor Solutions
Missouri
$782K -$611 -12 -0.1%
AI
322
Atria Investments
North Carolina
$775K +$305K +5,979 +65%
CCM
323
Coldstream Capital Management
Washington
$773K +$3.92K +77 +0.5%
BAAM
324
Baker Avenue Asset Management
California
$772K -$45K -883 -6%
PFA
325
Professional Financial Advisors
Nebraska
$766K -$21.3K -419 -3%
11 12
13
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