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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Covington Capital Management
California
$140K
VFA
377
Valeo Financial Advisors
Indiana
$134K +$91.4K +1,794 +212%
PGWM
378
Parisi Gray Wealth Management
New Jersey
$130K
FGC
379
Financial Gravity Companies
Texas
$125K +$97K +1,903 +342%
MIFH
380
Migdal Insurance & Financial Holdings
Israel
$125K +$125K +2,450 New
FGAM
381
Financial Gravity Asset Management
Texas
$125K +$125K +2,459 New
William Blair & Company
382
William Blair & Company
Illinois
$125K +$125K +2,461 New
WIM
383
Westside Investment Management
California
$120K
SIAP
384
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K
YWP
385
YorkBridge Wealth Partners
New York
$97K -$86.6K -1,700 -47%
BRC
386
Bell Rock Capital
Delaware
$92K +$40.3K +791 +77%
APP
387
Avantax Planning Partners
Iowa
$86K +$86K +1,688 New
BWA
388
BDO Wealth Advisors
Florida
$73K -$143K -2,800 -66%
KPCM
389
Kings Point Capital Management
New York
$71K +$71.4K +1,402 New
APSP
390
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K +$509 +10 +0.8%
FRA
391
Front Row Advisors
California
$61K +$815 +16 +1%
PCG
392
Private Capital Group
Connecticut
$61K +$20.6K +404 +51%
UBS AM
393
UBS AM
Illinois
$59.5K +$35.6K +698 +148%
BWP
394
Baldwin Wealth Partners
Massachusetts
$50K +$50K +981 New
SWA
395
Sutton Wealth Advisors
Florida
$49.2K
PCTC
396
Perkins Coie Trust Company
Washington
$49K
HDIM
397
Hanson & Doremus Investment Management
Vermont
$48K
IF
398
Ironwood Financial
Arizona
$48K
PFBT
399
Parkside Financial Bank & Trust
Missouri
$46K
TFA
400
Transamerica Financial Advisors
Florida
$46K +$45.4K +891 +89,100%