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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
351
TD Waterhouse Canada
Ontario, Canada
$665K +$49.4K +974 +8%
PWP
352
Private Wealth Partners
California
$662K -$76.1K -1,500 -10%
SW
353
SteelPeak Wealth
California
$661K +$239K +4,717 +57%
WP
354
WealthSource Partners
California
$660K -$17.5K -345 -3%
EBA
355
Eagle Bay Advisors
New York
$653K +$54.4K +1,073 +9%
CTWM
356
Cherry Tree Wealth Management
Minnesota
$649K -$19.5K -384 -3%
IFO
357
Independent Family Office
New York
$646K – – –
RIA
358
Realta Investment Advisors
Delaware
$643K -$3.55K -70 -0.6%
DI
359
DFPG Investments
Utah
$639K +$198K +3,902 +45%
ARC
360
Advisor Resource Council
Texas
$636K +$240K +4,725 +61%
SB
361
Strategic Blueprint
Georgia
$619K -$40.8K -804 -6%
NAM
362
NorthCrest Asset Manangement
Minnesota
$611K -$5.78K -114 -0.9%
BMCM
363
Bryn Mawr Capital Management
Pennsylvania
$607K +$605K +11,923 New
CCM
364
Crabel Capital Management
California
$606K -$195K -3,842 -24%
FA
365
Flagstar Advisors
New York
$601K -$35.5K -699 -6%
CCP
366
Cunning Capital Partners
North Carolina
$601K +$599K +11,800 New
BAM
367
Belpointe Asset Management
Nevada
$601K -$342K -6,734 -36%
WF
368
Welch & Forbes
Massachusetts
$597K -$10.1K -200 -2%
FFG
369
Frisch Financial Group
New York
$584K -$2.69K -53 -0.5%
IWM
370
IHT Wealth Management
Illinois
$582K -$51.1K -1,008 -8%
WAS
371
Wealth Advisory Solutions
Indiana
$580K -$753K -14,841 -57%
KBC
372
Key Bridge Compliance
$580K +$578K +11,402 New
EP
373
EPIQ Partners
Minnesota
$580K -$101K -2,000 -15%
WWM
374
WJ Wealth Management
Arizona
$567K – – –
AWM
375
Ameliora Wealth Management
Switzerland
$565K – – –
13 14
15
16 17