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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
376
Covington Capital Management
California
$584K +$355K +7,000 +152%
KWA
377
KCS Wealth Advisory
California
$582K +$365K +7,200 +165%
GRP
378
Global Retirement Partners
California
$573K +$241K +4,760 +72%
3C
379
361 Capital
Colorado
$570K -$329K -6,486 -36%
PFA
380
Pettinga Financial Advisors
Indiana
$566K +$570K +11,241 New
MIM
381
Macroview Investment Management
Maryland
$565K -$132K -2,599 -19%
SMG
382
Smart Money Group
Texas
$563K -$7.91K -156 -1%
CPP
383
Crow Point Partners
Massachusetts
$559K – – –
BWAM
384
Boyd Watterson Asset Management
Ohio
$558K -$119K -2,355 -18%
F
385
F3Logic
Minnesota
$556K -$113K -2,229 -17%
NEAM
386
New England Asset Management
Connecticut
$554K +$380K +7,500 +214%
AIP
387
Almanack Investment Partners
Pennsylvania
$553K +$2.79K +55 +0.5%
VAG
388
VisionPoint Advisory Group
Texas
$549K +$553K +10,894 New
LFAS
389
Level Four Advisory Services
Texas
$548K +$258K +5,085 +88%
WP
390
WealthShield Partners
North Carolina
$539K +$28.6K +564 +6%
CIA
391
Capital Investment Advisors
Georgia
$531K +$177K +3,486 +49%
NB
392
Northwest Bancshares
Pennsylvania
$530K -$66.1K -1,303 -11%
PCM
393
Peak Capital Management
Colorado
$525K +$285K +5,614 +117%
BWCS
394
Beirne Wealth Consulting Services
Connecticut
$521K +$525K +10,354 New
SAM
395
Shamrock Asset Management
Texas
$516K +$23.2K +457 +5%
WT
396
Whittier Trust
California
$512K -$32.2K -635 -6%
GWM
397
Geneos Wealth Management
Colorado
$507K +$229K +4,505 +81%
NDSI
398
Newman Dignan & Sheerar Inc
Rhode Island
$497K +$3.4K +67 +0.7%
LTI
399
Laffer Tengler Investments
Tennessee
$497K -$96.3K -1,898 -16%
MA
400
Mutual Advisors
Nebraska
$493K -$11.4M -224,958 -96%
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16
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