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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
351
Phoenix Financial
Israel
$416K +$435K +8,549 New
WT
352
Whittier Trust
California
$411K – – –
CWM
353
Connecticut Wealth Management
Connecticut
$411K +$3K +59 +0.7%
MWP
354
MYCIO Wealth Partners
Pennsylvania
$406K +$458 +9 +0.1%
GCA
355
Gradient Capital Advisors
California
$400K – – –
LF
356
Lee Financial
Texas
$386K +$74.4K +1,463 +24%
FIM
357
Freedom Investment Management
Connecticut
$383K -$8.45K -166 -2%
WS
358
Wedbush Securities
California
$377K -$7.33K -144 -2%
FNC
359
First National Corp
Massachusetts
$362K +$6.67K +131 +2%
APP
360
Avantax Planning Partners
Iowa
$357K +$102 +2 +0%
BRC
361
Bell Rock Capital
Delaware
$354K +$69.4K +1,364 +24%
TC
362
TownSquare Capital
Utah
$349K – – –
LFAS
363
Level Four Advisory Services
Texas
$344K +$37.8K +742 +12%
DCM
364
Donaldson Capital Management
Indiana
$340K +$339K +6,670 New
WTC
365
WhitTier Trust Company
Nevada
$331K – – –
CWP
366
Capital Wealth Planning
Florida
$327K +$63.2K +1,242 +24%
PHS
367
Pekin Hardy Strauss
Illinois
$325K +$46.6K +915 +17%
AWS
368
AJ Wealth Strategies
New York
$323K -$1.33M -26,219 -81%
FHA
369
Flagship Harbor Advisors
Massachusetts
$322K +$23.4K +459 +8%
WIC
370
Woodmont Investment Counsel
Tennessee
$320K -$2.37M -46,500 -88%
WF
371
Welch & Forbes
Massachusetts
$319K – – –
FCA
372
FLC Capital Advisors
California
$316K – – –
HFS
373
Haverford Financial Services
Pennsylvania
$316K +$8.9K +175 +3%
SB
374
Strategic Blueprint
Georgia
$309K +$20.4K +400 +7%
SMG
375
Smart Money Group
Texas
$308K -$31.2K -614 -9%
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