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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
401
Hayden Royal
North Carolina
$262K -$13.4K -263 -5%
CAM
402
Concorde Asset Management
Michigan
$261K -$170K -3,351 -40%
LA
403
LexAurum Advisors
Kansas
$260K +$762 +15 +0.3%
GWM
404
GSB Wealth Management
Connecticut
$259K +$259K +5,093 New
MLIC
405
Mandatum Life Insurance Company
Finland
$257K – – –
MIA
406
MainStreet Investment Advisors
Illinois
$256K -$11.1K -218 -4%
SAM
407
Seelaus Asset Management
New Jersey
$254K – – –
CWA
408
Capital Wealth Alliance
Arizona
$253K -$5.18K -102 -2%
BFA
409
Beaumont Financial Advisors
Massachusetts
$253K – – –
SS
410
Simplicity Solutions
Minnesota
$251K -$5.78M -113,754 -96%
CL
411
CPWM LLC
Washington
$250K – – –
KF
412
Krilogy Financial
Missouri
$247K +$102 +2 +0%
OPWM
413
Oxinas Partners Wealth Management
Indiana
$247K +$247K +4,857 New
CWP
414
CFM Wealth Partners
Texas
$246K – – –
KFP
415
KMG Fiduciary Partners
Ohio
$243K – – –
AWE
416
Avidian Wealth Enterprises
Texas
$241K -$158K -3,115 -40%
CIM
417
Confluence Investment Management
Missouri
$241K – – –
WJWM
418
Williams Jones Wealth Management
New York
$241K – – –
JHCP
419
Jackson Hole Capital Partners
Oklahoma
$239K – – –
WIA
420
World Investment Advisors
California
$234K -$19.2K -378 -8%
GPWA
421
Great Point Wealth Advisors
Massachusetts
$234K +$234K +4,600 New
LFAS
422
Level Four Advisory Services
Texas
$233K +$233K +4,580 New
FFG
423
Ford Financial Group
California
$232K +$152 +3 +0.1%
DJSG
424
D.J. St. Germain
Massachusetts
$227K -$83.7K -1,647 -27%
PFA
425
Plotkin Financial Advisors
Maryland
$225K -$66.6K -1,310 -23%
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