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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
326
Stephens Group Asset Management
Arkansas
$857K +$125K +2,475 +17%
HSG
327
Helen Stephens Group
Texas
$850K +$427K +8,461 +101%
SPFA
328
Summit Place Financial Advisors
New Jersey
$846K -$126K -2,500 -13%
TC
329
TownSquare Capital
Utah
$834K -$22.3K -442 -3%
IAN
330
Integrated Advisors Network
Texas
$831K -$305K -6,044 -27%
KWS
331
Keystone Wealth Services
California
$822K +$143K +2,839 +21%
MM
332
Meridian Management
Arkansas
$822K -$95.9K -1,900 -10%
PIA
333
Powell Investment Advisors
Florida
$820K – – –
JWCA
334
J.W. Cole Advisors
Florida
$817K -$63.4K -1,256 -7%
UAS
335
United Asset Strategies
New York
$791K +$50.2K +994 +10%
BFC
336
Blue Fin Capital
Rhode Island
$787K +$174K +3,456 +28%
MWM
337
Meridian Wealth Management
Kentucky
$778K -$141K -2,786 -15%
FAG
338
Fortitude Advisory Group
Washington
$776K -$80.8K -1,601 -9%
CFD
339
Creative Financial Designs
Indiana
$768K +$614K +12,176 +398%
VNB
340
Virginia National Bank
Virginia
$766K -$102K -2,026 -12%
WFC
341
Western Financial Corp
California
$764K -$6.41K -127 -0.8%
RJT
342
Raymond James Trust
Florida
$753K +$469K +9,292 +165%
TIA
343
Traphagen Investment Advisors
New Jersey
$744K +$282K +5,593 +60%
SW
344
SVB Wealth
Massachusetts
$739K +$31.2K +618 +4%
EP
345
EPIQ Partners
Minnesota
$736K – – –
FA
346
Fiducient Advisors
Illinois
$733K – – –
ECM
347
Evergreen Capital Management
Washington
$731K – – –
WFA
348
Wells Financial Advisors
Massachusetts
$724K -$5.05K -100 -0.7%
BA
349
Bellwether Advisors
Nebraska
$698K -$112K -2,221 -14%
FA
350
Flagstar Advisors
New York
$695K +$25.3K +501 +4%
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14
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