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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
326
Colony Group
Massachusetts
$679K +$57.6K +1,135 +9%
CSA
327
Cottage Street Advisors
Massachusetts
$676K +$676K +13,332 New
VA
328
Valmark Advisers
Ohio
$671K -$47.2K -930 -7%
GVAG
329
Great Valley Advisor Group
Delaware
$669K +$88.7K +1,749 +15%
NAM
330
NorthCrest Asset Manangement
Minnesota
$666K +$666K +13,124 New
HCC
331
Hirtle Callaghan & Co
Pennsylvania
$665K +$665K +13,103 New
CCG
332
Ceeto Capital Group
Florida
$659K – – –
SGAM
333
Stephens Group Asset Management
Arkansas
$651K +$80.2K +1,580 +14%
CCM
334
Coldstream Capital Management
Washington
$650K – – –
APWM
335
Atlas Private Wealth Management
New York
$646K +$25.4K +500 +4%
ECM
336
Evergreen Capital Management
Washington
$640K -$40.3K -795 -6%
TDC
337
Thompson Davis & Co
Virginia
$616K +$616K +12,149 New
SCA
338
Snowden Capital Advisors
New York
$611K -$5.13K -101 -0.8%
PG
339
Patten Group
Tennessee
$610K +$139K +2,749 +30%
EFS
340
Econ Financial Services
Pennsylvania
$607K +$607K +11,957 New
FHA
341
First Horizon Advisors
Tennessee
$586K +$2.64K +52 +0.5%
SWP
342
Summit Wealth Partners
Florida
$583K +$38.6K +761 +7%
CMS
343
Capital Market Strategies
Florida
$565K +$565K +11,143 New
PIMG
344
Patriot Investment Management Group
Tennessee
$564K – – –
AWA
345
Arete Wealth Advisors
Illinois
$561K +$127K +2,510 +29%
IWM
346
IHT Wealth Management
Illinois
$559K +$51 +1 +0%
BAS
347
Brown Advisory Securities
Maryland
$557K -$13.2K -260 -2%
CI
348
CX Institutional
Indiana
$550K -$13.5M -266,770 -96%
LA
349
Latitude Advisors
Florida
$548K +$22.6K +446 +4%
SIM
350
SSI Investment Management
California
$539K -$4.82K -95 -0.9%
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