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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
351
Migdal Insurance & Financial Holdings
Israel
$276K – – –
AWA
352
Arete Wealth Advisors
Illinois
$269K +$268K +5,298 New
WTC
353
WhitTier Trust Company
Nevada
$264K – – –
CWA
354
Capital Wealth Alliance
Arizona
$263K -$93.2K -1,840 -26%
AAS
355
Annex Advisory Services
Wisconsin
$262K -$126K -2,479 -32%
SCM
356
Symons Capital Management
Pennsylvania
$259K +$19.4K +383 +8%
SWM
357
Sugarloaf Wealth Management
Georgia
$257K -$172K -3,397 -40%
MLIC
358
Mandatum Life Insurance Company
Finland
$257K – – –
CWA
359
Clarus Wealth Advisors
Arizona
$252K -$2.43K -48 -1%
BFA
360
Beaumont Financial Advisors
Massachusetts
$252K +$50.2K +991 +25%
CIAS
361
Capital Investment Advisory Services
North Carolina
$252K +$147K +2,896 +139%
SGAM
362
Stephens Group Asset Management
Arkansas
$251K – – –
MPW
363
MA Private Wealth
California
$250K -$13.5K -266 -5%
CL
364
CPWM LLC
Washington
$249K -$33.4K -660 -12%
WIA
365
World Investment Advisors
California
$247K +$51 +1 +0%
CWP
366
CFM Wealth Partners
Texas
$245K – – –
SMG
367
Smart Money Group
Texas
$245K +$245K +4,845 New
DADC
368
D.A. Davidson & Co
Montana
$244K +$21.4K +423 +10%
CIM
369
Confluence Investment Management
Missouri
$241K – – –
JHCP
370
Jackson Hole Capital Partners
Oklahoma
$238K – – –
W
371
WealthOne
New York
$238K +$37.8K +747 +19%
KOMWMG
372
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K +$506 +10 +0.2%
FI
373
FormulaFolio Investments
Michigan
$235K -$4.96K -98 -2%
FFG
374
Ford Financial Group
California
$235K +$7.24K +143 +3%
RWM
375
RBA Wealth Management
California
$229K -$7.29K -144 -3%
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15
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