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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
351
AJ Wealth Strategies
New York
$417K – – –
FTUS
352
Flow Traders U.S.
New York
$411K +$411K +8,085 New
MG
353
Mather Group
Illinois
$402K -$619K -12,175 -61%
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$397K +$397K +7,818 New
WWA
355
WC Walker & Associates
California
$390K -$11.5K -226 -3%
LF
356
Lee Financial
Texas
$386K -$119K -2,348 -24%
AIC
357
Argus Investors Counsel
New York
$381K +$382K +7,512 New
AWA
358
Acorn Wealth Advisors
Michigan
$377K -$16K -315 -4%
NL
359
NWAM LLC
Washington
$374K +$47.1K +927 +14%
DCM
360
Donaldson Capital Management
Indiana
$363K – – –
RIG
361
RiverFront Investment Group
Virginia
$363K +$41.4K +815 +13%
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$358K – – –
ATPW
363
Ashton Thomas Private Wealth
Arizona
$358K -$313K -6,153 -47%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$358K -$20K -393 -5%
FPCM
365
Financial Partners Capital Management
New York
$356K – – –
AOWM
366
Alpha Omega Wealth Management
Virginia
$355K – – –
ACM
367
Azimuth Capital Management
Michigan
$354K -$20.3K -400 -5%
PIA
368
Powell Investment Advisors
Florida
$352K +$50K +984 +17%
EDRH
369
Edmond de Rothschild Holding
Switzerland
$350K – – –
EWA
370
Exencial Wealth Advisors
Oklahoma
$349K +$88.8K +1,747 +34%
SFG
371
Summit Financial Group
West Virginia
$344K +$344K +6,780 New
MWP
372
MYCIO Wealth Partners
Pennsylvania
$343K – – –
PA
373
Parallel Advisors
California
$330K -$1.21M -23,836 -79%
NDSI
374
Newman Dignan & Sheerar Inc
Rhode Island
$330K +$152 +3 +0%
LIM
375
Loudon Investment Management
New Hampshire
$325K +$31K +610 +11%
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15
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