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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
376
Lincoln National Corp
Pennsylvania
$566K -$345K -6,806 -38%
WWM
377
WJ Wealth Management
Arizona
$564K – – –
AWM
378
Ameliora Wealth Management
Switzerland
$562K – – –
IWM
379
IHT Wealth Management
Illinois
$558K -$21K -415 -4%
JCIA
380
Jackson Creek Investment Advisors
Colorado
$558K +$913 +18 +0.2%
SB
381
Strategic Blueprint
Georgia
$554K -$61.7K -1,217 -10%
DI
382
DFPG Investments
Utah
$549K -$90.1K -1,777 -14%
EBA
383
Eagle Bay Advisors
New York
$549K -$101K -2,000 -16%
FFG
384
Frisch Financial Group
New York
$539K -$41.7K -822 -7%
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538K -$10.4K -205 -2%
IFO
386
Independent Family Office
New York
$527K -$116K -2,282 -18%
ATI
387
ARK & TLK Investments
Oklahoma
$514K +$515K +10,158 New
BAM
388
Belpointe Asset Management
Nevada
$492K -$106K -2,085 -18%
CTWM
389
Cherry Tree Wealth Management
Minnesota
$492K -$154K -3,043 -24%
CWA
390
Capital Wealth Alliance
Arizona
$486K +$4.56K +90 +0.9%
EWM
391
Executive Wealth Management
Michigan
$483K -$36.6K -722 -7%
NB
392
Northwest Bancshares
Pennsylvania
$482K – – –
BWM
393
Bulltick Wealth Management
Florida
$476K -$417K -8,218 -47%
QWP
394
Quotient Wealth Partners
Texas
$473K +$474K +9,347 New
CMS
395
Capital Market Strategies
Florida
$467K – – –
AIC
396
Argus Investors Counsel
New York
$466K +$48.5K +957 +12%
MM
397
Meridian Management
Arkansas
$462K -$323K -6,365 -41%
HCM
398
Hutchinson Capital Management
California
$461K – – –
MSFS
399
Main Street Financial Solutions
Pennsylvania
$461K -$35.5K -700 -7%
SG
400
Sharper & Granite
California
$456K +$456K +9,000 New
14 15
16
17 18