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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Portland Financial Advisors
New York
$663K +$5.1K +100 +0.8%
PJSIMP
377
P.J. Schmidt Investment Management (PJS)
Wisconsin
$662K -$61.4K -1,205 -9%
SI
378
Stephens Inc
Arkansas
$662K -$98.5K -1,933 -13%
FCH
379
Freestone Capital Holdings
Washington
$660K +$659K +12,920 New
SIC
380
Salem Investment Counselors
North Carolina
$656K +$19.2K +376 +3%
HF
381
HRT Financial
New York
$655K +$654K +12,840 New
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$655K -$240K -4,706 -27%
CPA
383
Cardiff Park Advisors
California
$655K -$17.3K -339 -3%
W
384
WorthPointe
California
$653K +$651K +12,777 New
TWCA
385
Two West Capital Advisors
Kansas
$648K +$5.4K +106 +0.8%
WDL
386
Well Done LLC
Michigan
$646K +$54.1K +1,062 +9%
CPIG
387
Chicago Partners Investment Group
Illinois
$634K +$7.8K +153 +1%
RFA
388
Reyes Financial Architecture
California
$627K
WWA
389
WCG Wealth Advisors
Nevada
$625K -$25.5K -501 -4%
AWM
390
Ameliora Wealth Management
Switzerland
$624K +$30.1K +590 +5%
MFG
391
Mosaic Financial Group
Illinois
$621K -$181K -3,550 -23%
KIM
392
Kane Investment Management
California
$616K -$622K -12,212 -50%
RA
393
Rise Advisors
New York
$610K +$6.88K +135 +1%
SRC
394
Shufro Rose & Co
New York
$607K
LWL
395
Leo Wealth LLC
Texas
$607K +$605K +11,876 New
SAM
396
Smartleaf Asset Management
Massachusetts
$605K +$604K +11,846 New
DWM
397
Diversify Wealth Management
Utah
$605K +$459 +9 +0.1%
PFA
398
Professional Financial Advisors
Nebraska
$603K -$44K -864 -7%
AIC
399
Argus Investors Counsel
New York
$589K +$31.1K +610 +6%
AWA
400
American Wealth Advisors
Georgia
$584K +$583K +11,432 New