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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
351
Jackson Creek Investment Advisors
Colorado
$670K +$107K +2,102 +19%
WFC
352
Western Financial Corp
California
$657K +$48.6K +955 +8%
PWW
353
Pettyjohn Wood & White
Virginia
$657K -$1.27K -25 -0.2%
SPFA
354
Summit Place Financial Advisors
New Jersey
$653K
NAM
355
NorthCrest Asset Manangement
Minnesota
$651K +$50.2K +986 +8%
BIP
356
Blueprint Investment Partners
North Carolina
$649K -$800K -15,725 -55%
LGA
357
Lebenthal Global Advisors
New York
$637K +$635K +12,482 New
BG
358
Benedetti & Gucer
Georgia
$635K -$118K -2,310 -16%
RIA
359
Realta Investment Advisors
Delaware
$631K -$10K -197 -2%
Lido Advisors
360
Lido Advisors
California
$620K -$932K -18,324 -60%
CA
361
Calton & Associates
Florida
$619K -$80.6K -1,585 -12%
IAN
362
Integrated Advisors Network
Texas
$618K -$27.8K -546 -4%
LIM
363
Loudon Investment Management
New Hampshire
$612K -$53.9K -1,060 -8%
RFA
364
Register Financial Advisors
Georgia
$604K +$295K +5,794 +96%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$602K +$153K +3,000 +34%
SFS
366
Sowell Financial Services
Arkansas
$602K -$1.8M -35,325 -75%
AWM
367
Ameliora Wealth Management
Switzerland
$593K +$25.9K +510 +5%
ACP
368
Aveo Capital Partners
Colorado
$592K -$3.15K -62 -0.5%
EP
369
EPIQ Partners
Minnesota
$581K
APWA
370
Atlas Private Wealth Advisors
New Jersey
$581K -$319K -6,270 -36%
DAS
371
Diversify Advisory Services
Utah
$580K +$580K +11,408 New
WF
372
Welch & Forbes
Massachusetts
$573K
CF
373
Centaurus Financial
California
$573K +$266K +5,238 +87%
CIAS
374
Capital Investment Advisory Services
North Carolina
$565K +$274K +5,379 +95%
AWM
375
Adams Wealth Management
Utah
$563K +$356K +6,995 +173%