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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$840K -$42.3K -832 -5%
CCP
327
Cunning Capital Partners
North Carolina
$817K +$153K +3,000 +23%
QC
328
Quadrature Capital
United Kingdom
$809K +$806K +15,851 New
FPAS
329
Focus Partners Advisor Solutions
Missouri
$790K +$787K +15,477 New
KWS
330
Keystone Wealth Services
California
$788K -$112K -2,197 -12%
PIA
331
Powell Investment Advisors
Florida
$766K -$64.9K -1,275 -8%
SWP
332
Significant Wealth Partners
Illinois
$764K +$761K +14,959 New
GF
333
Gries Financial
Ohio
$763K – – –
PA
334
Pinnacle Associates
New York
$756K -$412K -8,095 -35%
BA
335
Bard Associates
Illinois
$755K -$16K -314 -2%
CCM
336
Coldstream Capital Management
Washington
$754K +$34.2K +672 +5%
KFAA
337
Klaas Financial Asset Advisors
Illinois
$754K -$38K -747 -5%
GSWM
338
Greenup Street Wealth Management
Michigan
$742K -$77.5K -1,524 -9%
BWM
339
Bulltick Wealth Management
Florida
$726K +$245K +4,814 +51%
WB
340
WesBanco Bank
West Virginia
$725K -$32.1K -630 -4%
BCG
341
Breakwater Capital Group
New Jersey
$724K +$16.3K +320 +2%
TCM
342
Triumph Capital Management
Colorado
$724K -$1.24M -24,435 -63%
PVI
343
Pine Valley Investments
New Jersey
$711K +$260K +5,120 +58%
RCG
344
Rock Creek Group
District of Columbia
$702K +$700K +13,750 New
BA
345
Bellwether Advisors
Nebraska
$699K +$1.83K +36 +0.3%
CPA
346
Cardiff Park Advisors
California
$689K +$1.43K +28 +0.2%
APP
347
Avantax Planning Partners
Iowa
$686K -$18.6K -366 -3%
UAS
348
United Asset Strategies
New York
$686K +$29.8K +585 +5%
NIWA
349
New Insight Wealth Advisors
California
$685K -$368K -7,232 -35%
MWM
350
MGB Wealth Management
Texas
$682K – – –
12 13
14
15 16