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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
401
Macroview Investment Management
Maryland
$350K -$220K -4,348 -39%
GCMG
402
Gyroscope Capital Management Group
Florida
$340K -$38.2K -753 -10%
AAS
403
Avantax Advisory Services
Texas
$339K -$59.8K -1,179 -15%
HSA
404
HBK Sorce Advisory
Pennsylvania
$335K +$7K +138 +2%
FCA
405
FinTrust Capital Advisors
South Carolina
$334K -$532K -10,494 -62%
WTC
406
WhitTier Trust Company
Nevada
$334K -$9.08K -179 -3%
CMI
407
Clare Market Investments
Texas
$328K – – –
AFNAS
408
American Financial Network Advisory Services
California
$326K -$8.64M -170,376 -96%
WA
409
Wealthstar Advisors
Texas
$324K -$110K -2,165 -25%
WF
410
Welch & Forbes
Massachusetts
$318K – – –
AW
411
ACG Wealth
Georgia
$317K +$99.4K +1,960 +46%
FCA
412
FLC Capital Advisors
California
$316K – – –
CMBA
413
C.M. Bidwell & Associates
Hawaii
$315K -$102K -2,015 -25%
FFA
414
First Foundation Advisors
California
$314K -$10.6K -210 -3%
IDA
415
Intelligence Driven Advisers
California
$311K +$38.6K +761 +14%
IP
416
Intellectus Partners
California
$310K +$309K +6,092 New
AWC
417
Abundance Wealth Counselors
Pennsylvania
$309K -$1.52M -29,949 -83%
HFS
418
Haverford Financial Services
Pennsylvania
$306K -$1.47K -29 -0.5%
SFP
419
Shepherd Financial Partners
Massachusetts
$301K +$55.5K +1,095 +23%
CAC
420
Certified Advisory Corp
Florida
$301K +$261K +5,146 +671%
LI
421
LVZ Inc
Michigan
$299K -$2.16M -42,650 -88%
SMG
422
Smart Money Group
Texas
$299K -$269K -5,298 -47%
RWM
423
RBA Wealth Management
California
$297K +$296K +5,834 New
LF
424
Lee Financial
Texas
$294K – – –
NL
425
NVWM LLC
Pennsylvania
$292K -$198K -3,906 -41%
15 16
17
18 19