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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$134K +$133K +2,657 New
FRA
402
Front Row Advisors
California
$124K -$5.45K -109 -4%
AA
403
Ancora Advisors
Ohio
$123K +$250 +5 +0.2%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$109K
IF
405
Ironwood Financial
Arizona
$107K +$74.3K +1,485 +235%
CIAS
406
Capital Investment Advisory Services
North Carolina
$105K -$156K -3,110 -60%
LWM
407
Liberty Wealth Management
California
$89K +$951 +19 +1%
CAC
408
Certified Advisory Corp
Florida
$88K +$40.1K +802 +86%
GEA
409
Glen Eagle Advisors
New Jersey
$84.4K
PB
410
Pinnacle Bancorp
Nebraska
$79K +$64.8K +1,295 +489%
FWP
411
FAS Wealth Partners
Kansas
$76K -$13M -260,258 -99%
BWA
412
BDO Wealth Advisors
Florida
$73K
HR
413
Howe & Rusling
New York
$67K +$15.1K +302 +29%
APWA
414
Atlas Private Wealth Advisors
New Jersey
$55K +$54.5K +1,090 New
EP
415
Eudaimonia Partners
Tennessee
$54K +$53.1K +1,062 New
TFGT
416
TS Financial Group (TSFG)
Illinois
$53K -$102K -2,030 -66%
BCV
417
Banque Cantonale Vaudoise
Switzerland
$51K
BWP
418
Baldwin Wealth Partners
Massachusetts
$50K
PCTC
419
Perkins Coie Trust Company
Washington
$49K
LS
420
Leelyn Smith
Illinois
$45K -$20.4K -408 -31%
TF
421
TimeScale Financial
Massachusetts
$45K +$50 +1 +0.1%
PGAM
422
Princeton Global Asset Management
New Jersey
$44K
ADL
423
Asset Dedication LLC
California
$43K
HS
424
Horan Securities
United States
$42K -$6.46K -129 -13%
TC
425
Truvestments Capital
Florida
$40K +$40K +800 New