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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
326
Pinnacle Financial Partners (Tennessee)
Tennessee
$864K +$260K +5,120 +43%
GSWM
327
Greenup Street Wealth Management
Michigan
$834K -$82.9K -1,635 -9%
PIA
328
Powell Investment Advisors
Florida
$828K – – –
WB
329
WesBanco Bank
West Virginia
$812K -$35.2K -694 -4%
DI
330
Disciplined Investments
Oklahoma
$811K -$44.3K -873 -5%
BA
331
Bard Associates
Illinois
$809K +$382K +7,534 +90%
SPFA
332
Summit Place Financial Advisors
New Jersey
$803K – – –
MM
333
Meridian Management
Arkansas
$787K -$761 -15 -0.1%
TCMP
334
Thrive Capital Management (Pennsylvania)
Pennsylvania
$769K -$30K -592 -4%
GF
335
Gries Financial
Ohio
$766K +$458K +9,033 +150%
FAG
336
Fortitude Advisory Group
Washington
$758K – – –
NAM
337
NTV Asset Management
West Virginia
$756K -$99.7K -1,966 -12%
SGAM
338
Stephens Group Asset Management
Arkansas
$754K – – –
APP
339
Avantax Planning Partners
Iowa
$738K -$1.04M -20,494 -59%
ECM
340
Evergreen Capital Management
Washington
$738K – – –
WFC
341
Western Financial Corp
California
$736K -$22.4K -441 -3%
CCM
342
Coldstream Capital Management
Washington
$721K -$126K -2,490 -15%
NFG
343
Nations Financial Group
Iowa
$713K +$77.7K +1,531 +12%
BA
344
Bellwether Advisors
Nebraska
$713K +$4.57K +90 +0.6%
JWCA
345
J.W. Cole Advisors
Florida
$708K +$183K +3,610 +35%
SW
346
SVB Wealth
Massachusetts
$697K -$32.2K -634 -4%
CPA
347
Cardiff Park Advisors
California
$683K +$2.08K +41 +0.3%
PWW
348
Pettyjohn Wood & White
Virginia
$678K -$20.3K -400 -3%
EIA
349
Eldridge Investment Advisors
New Hampshire
$675K +$20.3K +400 +3%
GSEP
350
Golden State Equity Partners
California
$668K -$1.17K -23 -0.2%
12 13
14
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