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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
351
Loudon Investment Management
New Hampshire
$468K +$30.5K +600 +7%
APWA
352
Atlas Private Wealth Advisors
New Jersey
$464K +$369K +7,275 +394%
FF
353
Friedenthal Financial
New Jersey
$458K +$32.5K +640 +8%
GCA
354
Gradient Capital Advisors
California
$455K – – –
HWM
355
Hohimer Wealth Management
Washington
$452K -$425K -8,361 -48%
CIAS
356
Capital Investment Advisory Services
North Carolina
$451K +$5.99K +118 +1%
CIA
357
Compass Ion Advisors
Pennsylvania
$447K +$447K +8,802 New
SW
358
SVB Wealth
Massachusetts
$437K – – –
AWA
359
Arete Wealth Advisors
Illinois
$435K +$74.3K +1,463 +21%
OAM
360
Oak Asset Management
California
$432K +$432K +8,500 New
ECA
361
Elevated Capital Advisors
Utah
$430K +$430K +8,460 New
GC
362
Grimes & Company
Massachusetts
$429K – – –
CS
363
Credit Suisse
Switzerland
$421K – – –
WP
364
WealthShield Partners
North Carolina
$420K -$85.4K -1,682 -17%
EA
365
Efficient Advisors
Ohio
$417K -$92.3K -1,818 -18%
AWM
366
Altavista Wealth Management
North Carolina
$414K -$76K -1,496 -16%
RJT
367
Raymond James Trust
Florida
$413K -$163K -3,212 -28%
FGAM
368
Financial Gravity Asset Management
Texas
$409K -$1.32K -26 -0.3%
SFP
369
Shepherd Financial Partners
Massachusetts
$408K -$762 -15 -0.2%
CIP
370
Capital Insight Partners
Arizona
$407K -$140K -2,759 -26%
LGA
371
Lebenthal Global Advisors
New York
$404K -$38.6K -760 -9%
EWA
372
Evolution Wealth Advisors
Florida
$393K – – –
RWA
373
Redhawk Wealth Advisors
Minnesota
$393K +$26.8K +528 +7%
IFG
374
Independent Financial Group
California
$389K +$22.6K +445 +6%
SS
375
Simplicity Solutions
Minnesota
$386K +$147K +2,886 +61%
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