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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
351
New England Asset Management
Connecticut
$560K
SCI
352
Stableford Capital II
Arizona
$556K -$8.7M -171,553 -94%
VAG
353
VisionPoint Advisory Group
Texas
$555K
EVM
354
Eaton Vance Management
Massachusetts
$555K +$553K +10,900 New
WI
355
Wintrust Investments
Illinois
$549K -$92K -1,814 -14%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$548K +$130K +2,555 +31%
SFS
357
Sowell Financial Services
Arkansas
$544K -$1.63M -32,217 -75%
GC
358
Grimes & Company
Massachusetts
$542K +$540K +10,641 New
CBFP
359
Cedar Brook Financial Partners
Ohio
$540K +$122K +2,411 +29%
ECM
360
ETrade Capital Management
Virginia
$538K -$2.32M -45,690 -81%
BHWM
361
Bay Harbor Wealth Management
Maryland
$535K +$499K +9,832 +1,444%
WP
362
WealthShield Partners
North Carolina
$522K -$22K -434 -4%
MIH
363
Meitav Investment House
Israel
$506K -$101K -2,000 -17%
CIA
364
Choate Investment Advisors
Massachusetts
$500K -$214K -4,222 -30%
CAL
365
Capital Advisors Ltd
Ohio
$491K -$146K -2,872 -23%
RT
366
Rockland Trust
Massachusetts
$484K -$170K -3,347 -26%
LTI
367
Laffer Tengler Investments
Tennessee
$483K -$18.8K -371 -4%
WS
368
Wedbush Securities
California
$478K -$1.46M -28,880 -75%
TA
369
Tiedemann Advisors
New York
$476K
MA
370
Mutual Advisors
Nebraska
$471K -$26.8K -528 -5%
MSAM
371
Moloney Securities Asset Management
Missouri
$468K -$15.7K -309 -3%
BRC
372
Bell Rock Capital
Delaware
$461K +$144K +2,848 +46%
BWCS
373
Beirne Wealth Consulting Services
Connecticut
$454K -$72.7K -1,433 -14%
NDSI
374
Newman Dignan & Sheerar Inc
Rhode Island
$454K -$48.1K -948 -10%
GRP
375
Global Retirement Partners
California
$451K -$127K -2,503 -22%