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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
326
New England Asset Management
Connecticut
$178K +$178K +3,500 New
BBA
327
Braun-Bostich & Associates
Pennsylvania
$169K +$170K +3,333 New
ED
328
Exane Derivatives
France
$153K +$153K +3,011 New
CCM
329
Covington Capital Management
California
$140K – – –
BHB
330
Bank Hapoalim BM
Israel
$139K -$383K -7,530 -73%
PG
331
Patten Group
Tennessee
$131K -$5.09K -100 -4%
GWM
332
Geneos Wealth Management
Colorado
$130K +$34.3K +674 +36%
PGWM
333
Parisi Gray Wealth Management
New Jersey
$130K +$130K +2,552 New
HCM
334
Highlander Capital Management
New Jersey
$127K -$86.5K -1,700 -40%
WIM
335
Westside Investment Management
California
$120K – – –
SIAP
336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K +$53.8K +1,057 +112%
GRP
337
Global Retirement Partners
California
$90K – – –
IWM
338
IHT Wealth Management
Illinois
$78K +$73.1K +1,437 +1,437%
APSP
339
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K +$255 +5 +0.4%
PCG
340
Private Capital Group
Connecticut
$61K +$40.5K +796 New
FRA
341
Front Row Advisors
California
$60K +$59.8K +1,174 New
SPIA
342
Steward Partners Investment Advisory
New York
$52K +$9.88K +194 +23%
BRC
343
Bell Rock Capital
Delaware
$51K +$16.3K +321 +46%
SWA
344
Sutton Wealth Advisors
Florida
$49.1K – – –
PCTC
345
Perkins Coie Trust Company
Washington
$49K – – –
IF
346
Ironwood Financial
Arizona
$48K -$1.53K -30 -3%
HDIM
347
Hanson & Doremus Investment Management
Vermont
$48K – – –
PFBT
348
Parkside Financial Bank & Trust
Missouri
$46K +$45.8K +900 New
VFA
349
Valeo Financial Advisors
Indiana
$43K +$43K +845 New
AFNAS
350
American Financial Network Advisory Services
California
$41K +$41.3K +811 New
12 13
14
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