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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFC
351
Western Financial Corp
California
$765K +$73.6K +1,446 +11%
AAP
352
Arax Advisory Partners
Colorado
$764K +$111K +2,189 +17%
PWM
353
Perigon Wealth Management
California
$764K -$655K -12,867 -46%
MIA
354
MMBG Investment Advisors
Florida
$763K -$86.6K -1,700 -10%
PFA
355
Professional Financial Advisors
Nebraska
$758K -$5.86K -115 -0.8%
PA
356
Pinnacle Associates
New York
$754K -$412K -8,095 -35%
PVI
357
Pine Valley Investments
New Jersey
$744K +$13.4K +264 +2%
WWM
358
WJ Wealth Management
Arizona
$735K +$494K +9,700 +204%
MFG
359
Mosaic Financial Group
Illinois
$734K
ATPW
360
Ashton Thomas Private Wealth
Arizona
$728K +$729K +14,316 New
AFP
361
Ausdal Financial Partners
Iowa
$727K -$272K -5,342 -27%
BFWM
362
Bright Futures Wealth Management
New York
$721K +$719K +14,117 New
FFS
363
Flavin Financial Services
Florida
$720K +$721K +14,153 New
SI
364
Stephens Inc
Arkansas
$712K -$606K -11,895 -46%
IA
365
IFP Advisors
Florida
$711K -$144K -2,832 -17%
IAIM
366
International Assets Investment Management
Florida
$707K +$708K +13,893 New
BA
367
Bellwether Advisors
Nebraska
$705K -$153 -3 -0%
CPA
368
Cardiff Park Advisors
California
$694K +$2.85K +56 +0.4%
IAN
369
Integrated Advisors Network
Texas
$689K +$37.8K +743 +6%
DI
370
Disciplined Investments
Oklahoma
$688K -$28.7K -564 -4%
KFAA
371
Klaas Financial Asset Advisors
Illinois
$687K +$19.4K +381 +3%
LMKC
372
L.M. Kohn & Company
Ohio
$685K +$686K +13,471 New
HGA
373
Hobbs Group Advisors
South Carolina
$683K -$115K -2,261 -14%
PTC
374
Private Trust Company
Ohio
$676K +$149K +2,928 +28%
SAG
375
SageView Advisory Group
California
$663K +$416K +8,167 +168%