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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
326
OneAscent Financial Services
Alabama
$990K -$132K -2,595 -12%
SB
327
Strategic Blueprint
Georgia
$986K +$92.9K +1,822 +10%
OWM
328
OneAscent Wealth Management
Alabama
$976K -$90.3K -1,771 -8%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$971K -$7.09M -139,068 -88%
A
330
Allianz
Germany
$967K – – –
AWA
331
Arete Wealth Advisors
Illinois
$925K -$2.7M -53,025 -75%
JWA
332
JFS Wealth Advisors
Pennsylvania
$913K – – –
CISOA
333
Capital Investment Services of America
Wisconsin
$911K – – –
WWM
334
Western Wealth Management
Colorado
$911K -$54.9K -1,077 -6%
NFG
335
Nations Financial Group
Iowa
$907K -$37.5K -735 -4%
SGAM
336
Stephens Group Asset Management
Arkansas
$896K -$5.1K -100 -0.6%
FA
337
Fiduciary Alliance
South Carolina
$877K -$142K -2,784 -14%
NWWA
338
New Wave Wealth Advisors
Arkansas
$860K -$393K -7,712 -31%
TSS
339
Two Sigma Securities
New York
$859K +$437K +8,573 +104%
MAM
340
Milestone Asset Management
Pennsylvania
$845K -$141K -2,772 -14%
PTC
341
Private Trust Company
Ohio
$843K +$28.2K +554 +3%
GC
342
Garde Capital
Washington
$842K +$35K +686 +4%
SAS
343
Stelac Advisory Services
New York
$839K +$378K +7,424 +82%
PWMA
344
Pension & Wealth Management Advisors
Massachusetts
$831K -$1.02M -20,055 -55%
PFPT
345
Pinnacle Financial Partners (Tennessee)
Tennessee
$825K -$36.4K -714 -4%
GPA
346
Guidance Point Advisors
Massachusetts
$818K +$19K +373 +2%
LKBC
347
L.K. Benson & Company
Maryland
$816K +$9.99K +196 +1%
FPGK
348
Financial Partners Group (Kansas)
Kansas
$805K -$622K -12,202 -44%
HIW
349
Holos Integrated Wealth
Pennsylvania
$797K – – –
TCM
350
Traub Capital Management
Massachusetts
$795K – – –
12 13
14
15 16