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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
326
Two Sigma Securities
New York
$886K +$888K +17,507 New
GWM
327
Geneos Wealth Management
Colorado
$875K -$499K -9,852 -36%
DAS
328
Dynamic Advisor Solutions
Arizona
$865K -$4.46K -88 -0.5%
GPA
329
Guidance Point Advisors
Massachusetts
$865K -$181K -3,574 -17%
NAM
330
NTV Asset Management
West Virginia
$847K +$95K +1,874 +13%
BMCM
331
Bryn Mawr Capital Management
Pennsylvania
$846K +$242K +4,782 +40%
DI
332
Disciplined Investments
Oklahoma
$833K +$26.1K +514 +3%
PIA
333
Powell Investment Advisors
Florida
$824K – – –
FA
334
Flagstar Advisors
New York
$819K +$221K +4,369 +37%
MPPLM
335
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$818K -$113K -2,222 -12%
GSWM
336
Greenup Street Wealth Management
Michigan
$812K -$16.9K -334 -2%
CTC
337
Central Trust Company
Missouri
$809K -$97.7K -1,927 -11%
TB
338
Treynor Bancshares
Iowa
$808K -$1.02M -20,073 -56%
KFAA
339
Klaas Financial Asset Advisors
Illinois
$785K -$106K -2,096 -12%
AC
340
Adroit Compliance
$785K +$786K +15,509 New
BA
341
Bard Associates
Illinois
$765K -$40K -789 -5%
PWP
342
Private Wealth Partners
California
$759K +$101K +2,000 +15%
GF
343
Gries Financial
Ohio
$756K -$5.07K -100 -0.7%
WB
344
WesBanco Bank
West Virginia
$750K -$57.9K -1,142 -7%
SGAM
345
Stephens Group Asset Management
Arkansas
$750K – – –
BG
346
Benedetti & Gucer
Georgia
$747K -$152K -3,000 -17%
COCM
347
Charter Oak Capital Management
New Hampshire
$736K -$933K -18,410 -56%
JWCA
348
J.W. Cole Advisors
Florida
$726K +$21.6K +426 +3%
CCM
349
Coldstream Capital Management
Washington
$714K -$3.8K -75 -0.5%
BCG
350
Breakwater Capital Group
New Jersey
$705K +$207K +4,083 +42%
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