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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
351
Diversify Advisory Services
Utah
$686K +$106K +2,072 +18%
NAM
352
NorthCrest Asset Manangement
Minnesota
$683K +$31.7K +622 +5%
WFC
353
Western Financial Corp
California
$681K +$23.9K +469 +4%
LIM
354
Loudon Investment Management
New Hampshire
$671K +$58.4K +1,145 +10%
CCM
355
Crabel Capital Management
California
$667K -$671K -13,156 -50%
APP
356
Avantax Planning Partners
Iowa
$666K -$20.4K -401 -3%
RFA
357
Register Financial Advisors
Georgia
$665K +$61.4K +1,205 +10%
IAN
358
Integrated Advisors Network
Texas
$651K +$32.1K +630 +5%
SRC
359
Shufro Rose & Co
New York
$649K +$648K +12,700 New
BCG
360
Breakwater Capital Group
New Jersey
$644K -$80.3K -1,575 -11%
AWM
361
Ameliora Wealth Management
Switzerland
$635K +$40.8K +800 +7%
WA
362
WBH Advisory
Maryland
$632K +$328K +6,442 +108%
TWCA
363
Two West Capital Advisors
Kansas
$628K +$627K +12,300 New
PWW
364
Pettyjohn Wood & White
Virginia
$619K -$38.2K -750 -6%
AWM
365
Adams Wealth Management
Utah
$618K +$54.3K +1,066 +10%
CI
366
CacheTech Inc
Utah
$618K +$617K +12,094 New
RIA
367
Realta Investment Advisors
Delaware
$615K -$17.2K -337 -3%
BCWM
368
Bartlett & Co Wealth Management
Ohio
$603K – – –
ACP
369
Aveo Capital Partners
Colorado
$593K -$1.63K -32 -0.3%
CA
370
Calton & Associates
Florida
$592K -$27.2K -534 -4%
OMC
371
Old Mission Capital
Illinois
$585K +$584K +11,450 New
EP
372
EPIQ Partners
Minnesota
$581K – – –
A
373
Allianz
Germany
$579K +$143K +2,800 +33%
WF
374
Welch & Forbes
Massachusetts
$572K – – –
SFA
375
Sequoia Financial Advisors
Ohio
$572K +$225K +4,419 +65%
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15
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