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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
351
Prospera Financial Services
Texas
$777K -$153 -3 -0%
BA
352
Bellwether Advisors
Nebraska
$767K +$21.8K +428 +3%
AWE
353
Avidian Wealth Enterprises
Texas
$765K +$2.45K +48 +0.3%
MSWM
354
Mowery & Schoenfeld Wealth Management
Illinois
$754K
SW
355
SteelPeak Wealth
California
$737K +$350K +6,863 +91%
TF
356
Trek Financial
Arizona
$735K -$993K -19,478 -58%
PWM
357
Perigon Wealth Management
California
$735K +$59.9K +1,175 +9%
WC
358
Waterloo Capital
Texas
$733K -$5.3M -103,976 -88%
WI
359
Westbourne Investments
Virginia
$731K -$48.2K -945 -6%
CIAS
360
Capital Investment Advisory Services
North Carolina
$727K -$56.8K -1,115 -7%
FFN
361
Focus Financial Network
Minnesota
$725K +$120K +2,352 +20%
DACG
362
Donor Advised Charitable Giving
California
$723K +$8.87K +174 +1%
KeyBank National Association
363
KeyBank National Association
Ohio
$721K +$43.6K +855 +6%
CTC
364
Central Trust Company
Missouri
$717K -$83.7K -1,642 -10%
PA
365
Pinnacle Associates
New York
$713K -$30.1K -591 -4%
RFC
366
Regions Financial Corp
Alabama
$703K -$120K -2,359 -15%
KPWG
367
KFA Private Wealth Group
Virginia
$702K
NAM
368
NorthCrest Asset Manangement
Minnesota
$702K -$9.94K -195 -1%
NIWA
369
New Insight Wealth Advisors
California
$698K +$47.6K +933 +7%
RFA
370
Register Financial Advisors
Georgia
$698K +$57.2K +1,122 +9%
DWM
371
Dakota Wealth Management
Florida
$697K
WFC
372
Western Financial Corp
California
$697K -$6.93K -136 -1%
CCM
373
Coldstream Capital Management
Washington
$680K -$100K -1,967 -13%
SF
374
Summit Financial
New Jersey
$679K -$48.6K -953 -7%
T
375
Tableaux
Massachusetts
$663K +$196K +3,837 +42%