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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
326
OneAscent Wealth Management
Alabama
$1.06M +$84.7K +1,662 +9%
HCA
327
Heck Capital Advisors
Wisconsin
$1.05M +$750K +14,720 +249%
KLCM
328
KG&L Capital Management
Louisiana
$1.05M +$31.4K +616 +3%
CCG
329
Ceeto Capital Group
Florida
$1.04M +$509K +10,000 +95%
CTC
330
Central Trust Company
Missouri
$1.04M +$328K +6,433 +46%
FUBT
331
First United Bank & Trust
Maryland
$1.02M -$166K -3,250 -14%
AFP
332
Alpha Financial Partners
Kentucky
$1M +$485K +9,524 +93%
AAS
333
Ameritas Advisory Services
Nebraska
$967K +$968K +19,008 New
CIA
334
Concurrent Investment Advisors
Florida
$966K +$692K +13,594 +252%
TAM
335
TCP Asset Management
Ohio
$965K -$33.9K -666 -3%
SGAM
336
Stephens Group Asset Management
Arkansas
$945K +$53K +1,041 +6%
A
337
Allianz
Germany
$929K -$34.5K -677 -4%
SAM
338
Smartleaf Asset Management
Massachusetts
$927K +$325K +6,387 +54%
NG
339
Novem Group
New York
$918K +$348K +6,841 +61%
JWA
340
JFS Wealth Advisors
Pennsylvania
$909K – – –
BRPW
341
Ballast Rock Private Wealth
South Carolina
$906K +$908K +17,821 New
SRC
342
Shufro Rose & Co
New York
$880K +$275K +5,400 +45%
ATPW
343
Ashton Thomas Private Wealth
Arizona
$872K -$94.3K -1,852 -10%
GPA
344
Guidance Point Advisors
Massachusetts
$865K +$50.9K +1,000 +6%
AC
345
Addison Capital
Pennsylvania
$859K +$600K +11,771 +230%
FA
346
Fiduciary Alliance
South Carolina
$852K -$21.9K -430 -3%
PTC
347
Private Trust Company
Ohio
$840K +$1.43K +28 +0.2%
UB
348
UMB Bank
Missouri
$834K +$835K +16,400 New
LKBC
349
L.K. Benson & Company
Maryland
$823K +$10.4K +204 +1%
WDL
350
Well Done LLC
Michigan
$808K +$164K +3,228 +26%
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