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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
Birchcreek Wealth Management
Ohio
$650K -$40.2K -795 -6%
CA
402
Calton & Associates
Florida
$649K -$139K -2,749 -18%
SGAM
403
Stephens Group Asset Management
Arkansas
$648K – – –
CCM
404
Coldstream Capital Management
Washington
$647K – – –
APWM
405
Atlas Private Wealth Management
New York
$645K +$1.72K +34 +0.3%
SCA
406
Snowden Capital Advisors
New York
$645K +$37.1K +732 +6%
APP
407
Avantax Planning Partners
Iowa
$641K +$122K +2,411 +23%
ECM
408
Evergreen Capital Management
Washington
$638K – – –
KIG
409
Kowal Investment Group
Wisconsin
$638K +$292K +5,771 +84%
EDRH
410
Edmond de Rothschild Holding
Switzerland
$629K -$56.2K -1,110 -8%
CIA
411
Compass Ion Advisors
Pennsylvania
$616K +$617K +12,193 New
SCM
412
Stonehearth Capital Management
Massachusetts
$613K +$614K +12,125 New
OPA
413
Old Port Advisors
Maine
$598K +$94.7K +1,871 +19%
H
414
HoyleCohen
California
$590K +$591K +11,670 New
AA
415
Argent Advisors
Louisiana
$575K +$41.9K +828 +8%
CMS
416
Capital Market Strategies
Florida
$567K +$4.56K +90 +0.8%
SWP
417
Summit Wealth Partners
Florida
$564K -$17.2K -339 -3%
PIMG
418
Patriot Investment Management Group
Tennessee
$562K – – –
IWM
419
IHT Wealth Management
Illinois
$556K – – –
WIA
420
World Investment Advisors
California
$555K +$556K +10,980 New
CSWG
421
Cardinal Strategic Wealth Guidance
Kentucky
$547K +$549K +10,837 New
FHA
422
First Horizon Advisors
Tennessee
$540K -$45.6K -900 -8%
IA
423
Insight Advisors
Pennsylvania
$538K -$188K -3,714 -26%
EVM
424
Eaton Vance Management
Massachusetts
$535K – – –
SIM
425
SSI Investment Management
California
$528K -$8.35K -165 -2%
15 16
17
18 19