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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
351
Foundations Investment Advisors
Arizona
$651K +$649K +12,749 New
SRC
352
Shufro Rose & Co
New York
$649K
OWM
353
OneAscent Wealth Management
Alabama
$643K +$642K +12,600 New
PWMA
354
Pension & Wealth Management Advisors
Massachusetts
$641K +$640K +12,563 New
AWM
355
Ameliora Wealth Management
Switzerland
$634K
CWS
356
Cypress Wealth Services
California
$631K -$502K -9,860 -44%
PWW
357
Pettyjohn Wood & White
Virginia
$624K +$5.09K +100 +0.8%
FA
358
Forefront Analytics
Pennsylvania
$622K -$484K -9,508 -44%
CTC
359
Central Trust Company
Missouri
$609K -$101K -1,978 -14%
ACP
360
Aveo Capital Partners
Colorado
$588K -$3.46K -68 -0.6%
A
361
Allianz
Germany
$579K
WIA
362
World Investment Advisors
California
$578K +$577K +11,320 New
WF
363
Welch & Forbes
Massachusetts
$573K
M&T Bank
364
M&T Bank
New York
$567K -$297K -5,835 -34%
WAS
365
Wealth Advisory Solutions
Indiana
$561K -$9.37K -184 -2%
PCA
366
Prosperity Capital Advisors
Ohio
$553K -$2.11M -41,459 -79%
SPFA
367
Summit Place Financial Advisors
New Jersey
$550K
WI
368
Wintrust Investments
Illinois
$542K -$4.37M -85,704 -89%
BCG
369
Breakwater Capital Group
New Jersey
$537K -$107K -2,095 -17%
PTC
370
Private Trust Company
Ohio
$529K +$301K +5,914 +133%
ST
371
Smithfield Trust
Pennsylvania
$523K -$35.3K -693 -6%
LA
372
LexAurum Advisors
Kansas
$521K -$29K -570 -5%
VC
373
Vicus Capital
Pennsylvania
$519K +$917 +18 +0.2%
FFG
374
Frisch Financial Group
New York
$514K +$153 +3 +0%
BCWM
375
Bartlett & Co Wealth Management
Ohio
$510K -$91.4K -1,795 -15%