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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
326
PFG Investments
New York
$1.06M -$126K -2,468 -11%
DG
327
DMC Group
Alabama
$1.05M -$12.2K -239 -1%
SW
328
SteelPeak Wealth
California
$1.05M +$303K +5,959 +41%
AFP
329
Alpha Financial Partners
Kentucky
$1.04M +$32.7K +643 +3%
PCIA
330
Prime Capital Investment Advisors
Kansas
$1.04M -$7.46M -146,397 -88%
FHA
331
Flagship Harbor Advisors
Massachusetts
$1.03M -$48.2K -947 -4%
CCAM
332
Cascades Capital Asset Management
North Carolina
$1.02M -$665K -13,050 -39%
WDL
333
Well Done LLC
Michigan
$1.02M +$215K +4,212 +27%
HAP
334
Harbor Asset Planning
Massachusetts
$1.02M -$132K -2,597 -12%
JPLA
335
Joseph P. Lucia & Associates
New York
$1.01M -$82.2K -1,615 -8%
IA
336
IFP Advisors
Florida
$1.01M -$63.4K -1,245 -6%
AHIA
337
Andrew Hill Investment Advisors
Florida
$1M +$1M +19,675 New
WC
338
Waterloo Capital
Texas
$1M +$296K +5,813 +42%
VA
339
VestGen Advisors
Illinois
$991K +$991K +19,462 New
IC
340
IEQ Capital
California
$985K +$984K +19,329 New
STA
341
Summit Trail Advisors
New York
$984K -$200K -3,929 -17%
EI
342
EFG International
$973K +$972K +19,091 New
BRPW
343
Ballast Rock Private Wealth
South Carolina
$969K +$61K +1,197 +7%
JWA
344
JFS Wealth Advisors
Pennsylvania
$958K +$47.8K +939 +5%
TAM
345
TCP Asset Management
Ohio
$958K -$8.4K -165 -0.9%
SCA
346
Snowden Capital Advisors
New York
$957K -$1.37M -26,880 -59%
NG
347
Novem Group
New York
$945K +$26.2K +514 +3%
A
348
Allianz
Germany
$930K – – –
RFA
349
Register Financial Advisors
Georgia
$922K +$115K +2,267 +14%
GPA
350
Guidance Point Advisors
Massachusetts
$921K +$54.4K +1,068 +6%
12 13
14
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