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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
326
Weatherly Asset Management
California
$658K -$2.04K -40 -0.3%
WSCM
327
Wellington Shields Capital Management
New York
$657K – – –
AWE
328
Avidian Wealth Enterprises
Texas
$652K -$290K -5,691 -31%
CSA
329
Cottage Street Advisors
Massachusetts
$640K -$29.1K -571 -4%
CCG
330
Ceeto Capital Group
Florida
$637K – – –
ONST
331
Old North State Trust
North Carolina
$636K -$2.42M -47,484 -79%
TPWA
332
TRUE Private Wealth Advisors
Oregon
$629K +$20.3K +398 +3%
SAM
333
Summit Asset Management
Tennessee
$629K +$629K +12,354 New
BAS
334
Brown Advisory Securities
Maryland
$612K -$33K -647 -5%
AC
335
AlphaCore Capital
California
$611K +$611K +11,996 New
EIP
336
Ellis Investment Partners
Pennsylvania
$606K +$99K +1,943 +19%
ST
337
Spinnaker Trust
Maine
$601K – – –
W
338
WealthOne
New York
$600K -$10.3K -202 -2%
MG
339
Mather Group
Illinois
$592K +$592K +11,621 New
WCG
340
Weaver Consulting Group
California
$591K +$590K +11,588 New
CT
341
Columbia Trust
Oregon
$589K +$590K +11,581 New
IWM
342
IHT Wealth Management
Illinois
$570K -$104K -2,042 -15%
NB
343
Northwest Bancshares
Pennsylvania
$570K -$1.73K -34 -0.3%
SIM
344
SSI Investment Management
California
$565K +$7.13K +140 +1%
HCM
345
Hollencrest Capital Management
California
$565K +$350K +6,872 +163%
CBFP
346
Cedar Brook Financial Partners
Ohio
$564K -$20.9K -411 -4%
HIC
347
Holderness Investments Company
North Carolina
$564K +$96.8K +1,900 +21%
EVM
348
Eaton Vance Management
Massachusetts
$561K +$6.37K +125 +1%
CWA
349
Clarus Wealth Advisors
Arizona
$547K -$44.8K -880 -8%
WP
350
WealthShield Partners
North Carolina
$538K -$662 -13 -0.1%
12 13
14
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