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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
WealthShield Partners
North Carolina
$404K -$15.1K -298 -4%
SWP
402
Strategic Wealth Partners
Ohio
$403K +$196K +3,858 +94%
IFG
403
Independent Financial Group
California
$398K +$9.13K +180 +2%
EA
404
Efficient Advisors
Ohio
$396K -$20.4K -403 -5%
CIS
405
Continental Investors Services
Washington
$395K +$396K +7,811 New
PPW
406
Pinnacle Private Wealth
Massachusetts
$394K +$394K +7,766 New
EWA
407
Evolution Wealth Advisors
Florida
$392K – – –
RCAG
408
Rehmann Capital Advisory Group
Michigan
$391K +$33.5K +660 +9%
LWM
409
Laidlaw Wealth Management
New York
$387K -$456K -8,987 -54%
SW
410
SteelPeak Wealth
California
$382K +$32.5K +640 +9%
CPA
411
Cardiff Park Advisors
California
$382K +$382K +7,530 New
AIC
412
Argus Investors Counsel
New York
$381K – – –
SFP
413
Shepherd Financial Partners
Massachusetts
$380K -$25.6K -505 -6%
SW
414
SVB Wealth
Massachusetts
$376K -$59.5K -1,173 -14%
DWT
415
Dorsey & Whitney Trust
South Dakota
$373K +$373K +7,360 New
LGA
416
Lebenthal Global Advisors
New York
$370K -$33K -650 -8%
KCA
417
Karn Couzens & Associates
Connecticut
$367K – – –
WWA
418
WC Walker & Associates
California
$367K +$4.57K +90 +1%
OAM
419
Occidental Asset Management
California
$366K +$366K +7,219 New
ACM
420
Azimuth Capital Management
Michigan
$363K +$254 +5 +0.1%
OWA
421
Outlook Wealth Advisors
Texas
$362K -$19.3K -380 -5%
AG
422
Ascent Group
Virginia
$358K +$358K +7,059 New
TRIA
423
Trail Ridge Investment Advisors
Colorado
$358K +$358K +7,062 New
AOWM
424
Alpha Omega Wealth Management
Virginia
$354K – – –
PIA
425
Powell Investment Advisors
Florida
$351K – – –
15 16
17
18 19