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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSA
401
Cottage Street Advisors
Massachusetts
$720K +$55.1K +1,095 +8%
GM
402
GeoWealth Management
Illinois
$712K -$64.6K -1,282 -8%
WS
403
Wedbush Securities
California
$710K +$439K +8,716 +159%
AAS
404
Annex Advisory Services
Wisconsin
$708K +$714K +14,180 New
IAN
405
Integrated Advisors Network
Texas
$705K -$1.99M -39,452 -74%
CG
406
Colony Group
Massachusetts
$701K +$4.94K +98 +0.7%
BFS
407
Bickling Financial Services
Massachusetts
$700K -$148K -2,930 -17%
NAM
408
NorthCrest Asset Manangement
Minnesota
$697K +$703K +13,968 New
Bank Julius Baer & Co
409
Bank Julius Baer & Co
Switzerland
$680K
GVAG
410
Great Valley Advisor Group
Delaware
$678K +$26.6K +529 +4%
FA
411
Flagstar Advisors
New York
$674K -$39.9K -793 -6%
SWA
412
Sax Wealth Advisors
New Jersey
$672K +$252 +5 +0%
SW
413
SteelPeak Wealth
California
$669K -$133K -2,650 -17%
BCM
414
Brasada Capital Management
Texas
$668K -$1.11M -21,988 -62%
EWM
415
Executive Wealth Management
Michigan
$661K -$1.19M -23,617 -64%
BAM
416
BTS Asset Management
Massachusetts
$658K +$663K +13,172 New
AWA
417
Arkadios Wealth Advisors
Georgia
$655K +$1.11K +22 +0.2%
CCG
418
Ceeto Capital Group
Florida
$649K
Invesco
419
Invesco
Georgia
$648K +$143K +2,836 +28%
APWM
420
Atlas Private Wealth Management
New York
$647K +$9.72K +193 +2%
IP
421
Intellectus Partners
California
$641K +$647K +12,850 New
IAIM
422
Industrial Alliance Investment Management
Quebec, Canada
$633K +$638K +12,675 New
CAG
423
Csenge Advisory Group
Florida
$629K -$127K -2,519 -17%
BWM
424
Birchcreek Wealth Management
Ohio
$625K -$17.7K -351 -3%
SCM
425
Stonehearth Capital Management
Massachusetts
$623K +$18.9K +375 +3%