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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
326
WBH Advisory
Maryland
$760K +$128K +2,515 +20%
AA
327
Alesco Advisors
New York
$750K -$16.6K -325 -2%
GWM
328
Geneos Wealth Management
Colorado
$744K -$187K -3,673 -20%
ISWM
329
Independent Solutions Wealth Management
New York
$743K +$742K +14,562 New
MFG
330
Mosaic Financial Group
Illinois
$737K -$150K -2,946 -17%
NAM
331
NorthCrest Asset Manangement
Minnesota
$734K +$51.1K +1,004 +8%
PVI
332
Pine Valley Investments
New Jersey
$732K +$10.9K +214 +2%
OPWM
333
Oxinas Partners Wealth Management
Indiana
$725K -$880K -17,271 -55%
DI
334
Disciplined Investments
Oklahoma
$719K -$74K -1,453 -9%
BA
335
Bellwether Advisors
Nebraska
$708K -$6.57K -129 -0.9%
CPA
336
Cardiff Park Advisors
California
$694K +$2.29K +45 +0.3%
WFC
337
Western Financial Corp
California
$694K +$13K +256 +2%
IFG
338
Independent Financial Group
California
$690K -$3.74M -73,335 -84%
TDC
339
Thompson Davis & Co
Virginia
$690K +$220K +4,312 +47%
MFG
340
Merit Financial Group
Georgia
$687K +$229K +4,504 +50%
UAS
341
United Asset Strategies
New York
$686K -$3.16K -62 -0.5%
TWCA
342
Two West Capital Advisors
Kansas
$685K +$57K +1,118 +9%
WB
343
WesBanco Bank
West Virginia
$672K -$52.6K -1,032 -7%
LIM
344
Loudon Investment Management
New Hampshire
$670K – – –
KFAA
345
Klaas Financial Asset Advisors
Illinois
$670K -$216K -4,233 -24%
RA
346
Rise Advisors
New York
$664K -$36.7K -720 -5%
AAP
347
Arax Advisory Partners
Colorado
$655K +$588K +11,548 +897%
IAN
348
Integrated Advisors Network
Texas
$654K +$3.62K +71 +0.6%
DAS
349
Diversify Advisory Services
Utah
$652K -$35K -687 -5%
RFA
350
Register Financial Advisors
Georgia
$652K -$13.1K -257 -2%
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