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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Avalon Capital Management
California
$363K +$76.5K +1,500 +27%
CIA
377
Capital Investment Advisors
Georgia
$360K -$147K -2,881 -29%
DWM
378
Dynasty Wealth Management
Florida
$345K +$1.12K +22 +0.3%
IP
379
Intellectus Partners
California
$341K -$60.1K -1,180 -15%
FFA
380
First Foundation Advisors
California
$341K +$4.03K +79 +1%
PWM
381
Paulson Wealth Management
Illinois
$341K +$341K +6,695 New
MC
382
Moors & Cabot
Massachusetts
$340K +$20.4K +400 +6%
AFP
383
Ausdal Financial Partners
Iowa
$339K +$129K +2,522 +61%
GRP
384
Global Retirement Partners
California
$337K -$1.32K -26 -0.4%
WTC
385
WhitTier Trust Company
Nevada
$335K -$27.5K -540 -8%
HSA
386
HBK Sorce Advisory
Pennsylvania
$333K -$59.5K -1,168 -15%
NAM
387
NTV Asset Management
West Virginia
$332K -$102K -2,000 -24%
LF
388
Lee Financial
Texas
$322K -$27.2K -533 -8%
WF
389
Welch & Forbes
Massachusetts
$319K
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$319K +$143K +2,798 +81%
HFS
391
Haverford Financial Services
Pennsylvania
$308K -$148K -2,910 -32%
KA
392
Kovack Advisors
Florida
$307K -$22.1K -433 -7%
MC
393
Mathes Company
New York
$306K
WSCM
394
Wellington Shields Capital Management
New York
$304K
OAM
395
Oppenheimer Asset Management
New York
$297K -$6.59M -129,251 -96%
LFAS
396
Level Four Advisory Services
Texas
$296K -$28.7K -564 -9%
WCM
397
Weatherstone Capital Management
Colorado
$293K +$6.93K +136 +2%
IWM
398
IHT Wealth Management
Illinois
$290K -$4.38M -85,999 -94%
VNB
399
Virginia National Bank
Virginia
$287K +$287K +5,625 New
CT
400
Coastline Trust
Rhode Island
$282K +$79.5K +1,560 +39%