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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
351
Crabel Capital Management
California
$807K -$207K -4,062 -20%
RFA
352
Register Financial Advisors
Georgia
$805K +$110K +2,160 +16%
HIW
353
Holos Integrated Wealth
Pennsylvania
$797K – – –
FCH
354
Freestone Capital Holdings
Washington
$793K +$136K +2,679 +21%
USB
355
Union Savings Bank
Connecticut
$793K +$794K +15,594 New
MFP
356
Meridian Financial Partners
Virginia
$792K +$791K +15,539 New
TCM
357
Traub Capital Management
Massachusetts
$792K – – –
FPGK
358
Financial Partners Group (Kansas)
Kansas
$781K -$23.4K -460 -3%
MSWM
359
Mowery & Schoenfeld Wealth Management
Illinois
$751K – – –
AIP
360
Alexis Investment Partners
Texas
$751K +$752K +14,764 New
PFS
361
Prospera Financial Services
Texas
$747K -$26.5K -521 -3%
SW
362
SteelPeak Wealth
California
$741K +$7.54K +148 +1%
OAG
363
Oakmont Advisory Group
New Mexico
$737K +$738K +14,487 New
PWM
364
Perigon Wealth Management
California
$733K +$1.22K +24 +0.2%
DACG
365
Donor Advised Charitable Giving
California
$732K +$11.5K +226 +2%
BA
366
Bellwether Advisors
Nebraska
$711K -$53.4K -1,049 -7%
RA
367
RiverTree Advisors
Florida
$706K -$859K -16,872 -55%
WC
368
Waterloo Capital
Texas
$704K -$26.2K -514 -4%
WI
369
Westbourne Investments
Virginia
$703K -$27K -530 -4%
NFG
370
Nations Financial Group
Iowa
$702K -$201K -3,946 -22%
FPAS
371
Focus Partners Advisor Solutions
Missouri
$701K -$632K -12,413 -47%
KPWG
372
KFA Private Wealth Group
Virginia
$699K – – –
AWE
373
Avidian Wealth Enterprises
Texas
$696K -$65.3K -1,282 -9%
WFC
374
Western Financial Corp
California
$694K +$662 +13 +0.1%
DWM
375
Dakota Wealth Management
Florida
$694K – – –
13 14
15
16 17