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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Callahan Advisors
Texas
$823K +$341K +6,697 +71%
BAAM
327
Baker Avenue Asset Management
California
$818K -$57.2K -1,122 -7%
MPPLM
328
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$808K -$35.7K -700 -4%
HGA
329
Hobbs Group Advisors
South Carolina
$799K +$798K +15,647 New
PA
330
Pinnacle Associates
New York
$798K +$40.8K +800 +5%
CF
331
Centaurus Financial
California
$795K +$221K +4,344 +39%
DI
332
Disciplined Investments
Oklahoma
$794K -$65K -1,275 -8%
KC
333
Knuff & Co
California
$792K +$790K +15,500 New
PFA
334
Professional Financial Advisors
Nebraska
$789K -$69.8K -1,369 -8%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$783K -$7.34K -144 -0.9%
CCM
336
Coldstream Capital Management
Washington
$770K +$15.3K +301 +2%
AA
337
Alesco Advisors
New York
$767K -$311K -6,105 -29%
KWS
338
Keystone Wealth Services
California
$733K -$56.2K -1,102 -7%
WB
339
WesBanco Bank
West Virginia
$725K – – –
PVI
340
Pine Valley Investments
New Jersey
$722K +$10.7K +210 +2%
BA
341
Bellwether Advisors
Nebraska
$715K +$15K +295 +2%
TPA
342
Trivium Point Advisory
Connecticut
$713K +$712K +13,960 New
CTC
343
Central Trust Company
Missouri
$711K -$154K -3,013 -18%
MWM
344
MGB Wealth Management
Texas
$707K +$25.5K +500 +4%
RCG
345
Rock Creek Group
District of Columbia
$702K – – –
RA
346
Rise Advisors
New York
$702K -$236K -4,636 -25%
GS
347
GTS Securities
Florida
$694K +$692K +13,577 New
CPA
348
Cardiff Park Advisors
California
$692K +$2.29K +45 +0.3%
UAS
349
United Asset Strategies
New York
$690K +$4.03K +79 +0.6%
SFS
350
Sowell Financial Services
Arkansas
$689K +$86.5K +1,697 +14%
12 13
14
15 16