We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
376
Perigon Wealth Management
California
$726K -$8.05K -158 -1%
RFN
377
RDA Financial Network
Iowa
$719K +$179K +3,519 +33%
KWA
378
Kingswood Wealth Advisors
California
$710K +$128K +2,505 +22%
CPA
379
Cardiff Park Advisors
California
$706K +$61.3K +1,204 +10%
PFA
380
Portland Financial Advisors
New York
$702K +$35.1K +690 +5%
WI
381
Westbourne Investments
Virginia
$702K -$255 -5 -0%
BA
382
Bellwether Advisors
Nebraska
$696K -$15.4K -302 -2%
DWM
383
Dakota Wealth Management
Florida
$695K – – –
KPWG
384
KFA Private Wealth Group
Virginia
$694K -$5.96K -117 -0.9%
FUBT
385
First United Bank & Trust
Maryland
$686K -$339K -6,655 -33%
EP
386
EPIQ Partners
Minnesota
$681K +$75.2K +1,477 +12%
NFG
387
Nations Financial Group
Iowa
$674K -$29.4K -577 -4%
LPFG
388
Landing Point Financial Group
Ohio
$670K +$669K +13,142 New
MFG
389
Mosaic Financial Group
Illinois
$669K +$50K +982 +8%
PFA
390
Professional Financial Advisors
Nebraska
$669K +$89.7K +1,761 +16%
LWM
391
Liberty Wealth Management
California
$667K +$175K +3,435 +36%
WFC
392
Western Financial Corp
California
$664K -$31.2K -613 -4%
SAS
393
Stelac Advisory Services
New York
$661K – – –
WANY
394
Wealthspire Advisors (New York)
New York
$651K +$651K +12,786 New
GC
395
Guidance Capital
Kentucky
$649K -$3.02M -59,366 -82%
CPIG
396
Chicago Partners Investment Group
Illinois
$647K +$6.52K +128 +1%
SI
397
Stephens Inc
Arkansas
$644K -$12K -236 -2%
WIA
398
World Investment Advisors
California
$641K +$31.8K +624 +5%
PA
399
Pinnacle Associates
New York
$634K -$13.3K -261 -2%
FPAS
400
Focus Partners Advisor Solutions
Missouri
$630K -$71.7K -1,407 -10%
14 15
16
17 18