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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
351
Eaton Vance Management
Massachusetts
$537K – – –
RWA
352
Redhawk Wealth Advisors
Minnesota
$537K +$145K +2,852 +37%
SIA
353
Strategic Investment Advisors
Michigan
$535K -$615K -12,127 -53%
AA
354
Argent Advisors
Louisiana
$535K -$42.2K -831 -7%
FA
355
Flagstar Advisors
New York
$522K +$17.9K +353 +4%
APP
356
Avantax Planning Partners
Iowa
$521K -$177K -3,483 -25%
BWA
357
Beam Wealth Advisors
Louisiana
$520K -$318K -6,268 -38%
SWM
358
Spire Wealth Management
Virginia
$517K -$1.42M -27,900 -73%
NAG
359
Northstar Advisory Group
New Jersey
$517K +$518K +10,200 New
MSFS
360
Main Street Financial Solutions
Pennsylvania
$510K +$510K +10,054 New
CCM
361
Covington Capital Management
California
$507K -$16.5K -325 -3%
MHIC
362
Marble Harbor Investment Counsel
Massachusetts
$507K – – –
SPFA
363
Summit Place Financial Advisors
New Jersey
$507K +$507K +10,000 New
PA
364
Parallel Advisors
California
$504K +$135K +2,661 +37%
OPA
365
Old Port Advisors
Maine
$504K +$189K +3,732 +60%
FF
366
Friedenthal Financial
New Jersey
$503K +$45.4K +895 +10%
NB
367
Northwest Bancshares
Pennsylvania
$500K -$60.3K -1,188 -11%
RJT
368
Raymond James Trust
Florida
$495K +$83.1K +1,637 +20%
GM
369
GeoWealth Management
Illinois
$493K -$632K -12,452 -56%
WI
370
Wintrust Investments
Illinois
$493K +$493K +9,710 New
SFG
371
StrategIQ Financial Group
Indiana
$492K -$696K -13,718 -59%
FAG
372
Fortitude Advisory Group
Washington
$491K +$491K +9,684 New
WAM
373
Weatherly Asset Management
California
$490K – – –
CFAM
374
Center For Asset Management
Florida
$484K -$371K -7,311 -43%
WT
375
Whittier Trust
California
$484K – – –
13 14
15
16 17