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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Sugarloaf Wealth Management
Georgia
$299K +$276K +5,428 +1,183%
MFA
402
Mayflower Financial Advisors
Massachusetts
$295K – – –
WFS
403
Weitzel Financial Services
Iowa
$290K -$12.2K -240 -4%
CWM
404
Cabot Wealth Management
Massachusetts
$288K – – –
FFG
405
Ford Financial Group
California
$288K +$56.2K +1,106 +24%
FHA
406
Flagship Harbor Advisors
Massachusetts
$287K -$9.9K -195 -3%
NCM
407
Noesis Capital Mangement
Florida
$287K – – –
AIP
408
Ameritas Investment Partners
Nebraska
$284K -$9.39K -185 -3%
MIFH
409
Migdal Insurance & Financial Holdings
Israel
$277K – – –
BCA
410
Bay Colony Advisors
Massachusetts
$272K +$272K +5,352 New
LWANC
411
Laurel Wealth Advisors (North Carolina)
North Carolina
$267K -$91.3K -1,798 -26%
PHS
412
Pekin Hardy Strauss
Illinois
$266K -$26.4K -520 -9%
HF
413
HRT Financial
New York
$265K -$209K -4,116 -44%
SCM
414
Symons Capital Management
Pennsylvania
$265K -$4.88K -96 -2%
WTC
415
WhitTier Trust Company
Nevada
$264K – – –
EH
416
Equitable Holdings
New York
$263K +$262K +5,167 New
TA
417
TrueWealth Advisors
Alabama
$262K -$15.8K -311 -6%
HR
418
Hayden Royal
North Carolina
$262K -$609 -12 -0.2%
WA
419
Wealthstar Advisors
Texas
$261K +$261K +5,135 New
SWP
420
Strategic Wealth Partners
Ohio
$260K -$19K -374 -7%
IWM
421
IHT Wealth Management
Illinois
$260K +$260K +5,112 New
MLIC
422
Mandatum Life Insurance Company
Finland
$257K – – –
SAM
423
Seelaus Asset Management
New Jersey
$254K – – –
GWM
424
GSB Wealth Management
Connecticut
$253K -$5.89K -116 -2%
CWA
425
Capital Wealth Alliance
Arizona
$253K +$51 +1 +0%
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17
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