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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
401
Mowery & Schoenfeld Wealth Management
Illinois
$754K – – –
NWWA
402
New Wave Wealth Advisors
Arkansas
$740K -$1.58K -31 -0.2%
SG
403
Sankala Group
Colorado
$728K +$637K +12,506 +702%
BA
404
Bellwether Advisors
Nebraska
$726K +$28K +549 +4%
SGAM
405
Stephens Group Asset Management
Arkansas
$714K -$98.4K -1,931 -12%
PIP
406
Philadelphia Investment Partners
New Jersey
$702K +$123K +2,407 +21%
WFC
407
Western Financial Corp
California
$699K +$33.4K +655 +5%
EFG
408
Ethos Financial Group
Pennsylvania
$697K +$70.6K +1,386 +11%
PFA
409
Portland Financial Advisors
New York
$697K -$6.98K -137 -1%
CPA
410
Cardiff Park Advisors
California
$697K -$11K -216 -2%
AWE
411
Avidian Wealth Enterprises
Texas
$695K +$100K +1,972 +17%
OAG
412
Oakmont Advisory Group
New Mexico
$691K +$72.6K +1,426 +12%
MFG
413
Mosaic Financial Group
Illinois
$671K – – –
LWM
414
Liberty Wealth Management
California
$667K – – –
CPIG
415
Chicago Partners Investment Group
Illinois
$662K +$14.8K +291 +2%
SAS
416
Stelac Advisory Services
New York
$662K – – –
PA
417
Pinnacle Associates
New York
$661K +$25.5K +500 +4%
RI
418
Rinkey Investments
California
$655K -$154K -3,028 -19%
PCS
419
Private Client Services
Kentucky
$655K +$63K +1,236 +11%
JMBA
420
J. M. Brown & Associates
Oklahoma
$650K +$648K +12,729 New
EP
421
Edgestream Partners
New Jersey
$647K +$646K +12,681 New
DWM
422
Dakota Wealth Management
Florida
$641K -$55.8K -1,096 -8%
GC
423
Guidance Capital
Kentucky
$639K -$11.7K -229 -2%
SIC
424
Salem Investment Counselors
North Carolina
$636K +$20.4K +400 +3%
WI
425
Westbourne Investments
Virginia
$636K -$67.2K -1,320 -10%
15 16
17
18 19