We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
Sax Wealth Advisors
New Jersey
$692K +$37K +733 +6%
WF
352
Welch & Forbes
Massachusetts
$692K -$161K -3,181 -19%
WP
353
WealthSource Partners
California
$691K -$828K -16,405 -54%
PWW
354
Pettyjohn Wood & White
Virginia
$691K -$65.1K -1,291 -9%
CNWM
355
Clay Northam Wealth Management
California
$688K -$57.3K -1,135 -8%
Cerity Partners
356
Cerity Partners
New York
$685K -$256K -5,080 -27%
CPA
357
Cardiff Park Advisors
California
$672K -$203K -4,015 -23%
AWE
358
Avidian Wealth Enterprises
Texas
$665K +$5K +99 +0.8%
H
359
HoyleCohen
California
$664K +$30.6K +607 +5%
IP
360
Ignite Planners
California
$655K -$15.8K -313 -2%
FIB
361
First Interstate Bank
Montana
$652K -$21.8K -432 -3%
VC
362
Vicus Capital
Pennsylvania
$650K -$16.5K -327 -2%
SAS
363
Stelac Advisory Services
New York
$648K -$1.17M -23,193 -64%
BC
364
Bartlett & Co
Ohio
$643K -$917K -18,165 -59%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$643K -$917K -18,165 -59%
MIH
366
Meitav Investment House
Israel
$640K -$35.6K -705 -5%
RIA
367
Realta Investment Advisors
Delaware
$637K -$24.8K -491 -4%
NFG
368
Nations Financial Group
Iowa
$635K +$2.67K +53 +0.4%
Invesco
369
Invesco
Georgia
$634K -$43.4K -861 -6%
HWM
370
Hohimer Wealth Management
Washington
$629K -$2.71M -53,771 -81%
IWM
371
Iams Wealth Management
Nebraska
$627K +$627K +12,436 New
NAM
372
NorthCrest Asset Manangement
Minnesota
$617K +$618K +12,252 New
PWM
373
Perigon Wealth Management
California
$614K -$63.1K -1,250 -9%
PWMAG
374
Pinnacle Wealth Management Advisory Group
New Jersey
$612K -$112K -2,225 -15%
TWC
375
TD Waterhouse Canada
Ontario, Canada
$611K -$332K -6,574 -35%