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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
351
Avantax Planning Partners
Iowa
$698K -$36K -711 -5%
CA
352
Calton & Associates
Florida
$694K +$695K +13,709 New
BA
353
Bellwether Advisors
Nebraska
$691K -$17.3K -342 -2%
TCMP
354
Thrive Capital Management (Pennsylvania)
Pennsylvania
$685K -$79.7K -1,572 -10%
CPA
355
Cardiff Park Advisors
California
$682K +$2.94K +58 +0.4%
MWM
356
MGB Wealth Management
Texas
$676K +$677K +13,361 New
GSEP
357
Golden State Equity Partners
California
$663K -$1.47K -29 -0.2%
WP
358
WealthSource Partners
California
$663K +$6.49K +128 +1%
LIM
359
Loudon Investment Management
New Hampshire
$660K +$120K +2,360 +22%
CCP
360
Cunning Capital Partners
North Carolina
$658K +$60.8K +1,200 +10%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$656K -$9.38K -185 -1%
HGA
362
Hobbs Group Advisors
South Carolina
$653K +$654K +12,906 New
PWW
363
Pettyjohn Wood & White
Virginia
$653K -$21.5K -425 -3%
UAS
364
United Asset Strategies
New York
$650K +$158K +3,120 +32%
SPFA
365
Summit Place Financial Advisors
New Jersey
$647K -$152K -3,000 -19%
IAN
366
Integrated Advisors Network
Texas
$640K -$1.76M -34,802 -73%
SW
367
SlateStone Wealth
Florida
$636K +$229K +4,510 +56%
RIA
368
Realta Investment Advisors
Delaware
$636K -$4.21K -83 -0.7%
NFG
369
Nations Financial Group
Iowa
$623K -$86.4K -1,705 -12%
WFC
370
Western Financial Corp
California
$603K -$130K -2,559 -18%
NAM
371
NorthCrest Asset Manangement
Minnesota
$596K -$12.4K -245 -2%
ACP
372
Aveo Capital Partners
Colorado
$592K +$593K +11,692 New
MA
373
Mutual Advisors
Nebraska
$586K -$276K -5,444 -32%
EP
374
EPIQ Partners
Minnesota
$576K -$1.06K -21 -0.2%
WF
375
Welch & Forbes
Massachusetts
$568K -$25.3K -500 -4%
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15
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