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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Sax Wealth Advisors
New Jersey
$678K +$753 +15 +0.1%
RIA
402
Realta Investment Advisors
Delaware
$677K -$98.7K -1,965 -13%
MHS
403
M Holdings Securities
Oregon
$676K +$75.5K +1,503 +13%
Bank Julius Baer & Co
404
Bank Julius Baer & Co
Switzerland
$674K -$10.8K -215 -2%
MIH
405
Meitav Investment House
Israel
$674K +$672K +13,389 New
WMA
406
Wealth Management Associates
New Jersey
$668K +$122K +2,435 +22%
NFG
407
Nations Financial Group
Iowa
$664K -$535K -10,649 -45%
FA
408
Flagstar Advisors
New York
$662K -$17.3K -345 -3%
AWA
409
Arkadios Wealth Advisors
Georgia
$662K +$2.66K +53 +0.4%
EWM
410
Executive Wealth Management
Michigan
$656K -$632K -12,595 -95%
CS
411
Credit Suisse
Switzerland
$653K -$96K -1,911 -13%
IP
412
Intellectus Partners
California
$649K +$2.91K +58 +0.5%
CIAS
413
Capital Investment Advisory Services
North Carolina
$643K -$173K -3,439 -21%
IWM
414
IHT Wealth Management
Illinois
$642K +$50.9K +1,014 +9%
KPWS
415
Kestra Private Wealth Services
Texas
$638K +$307K +6,116 +93%
NAM
416
NorthCrest Asset Manangement
Minnesota
$637K -$65.3K -1,301 -9%
BAM
417
BTS Asset Management
Massachusetts
$632K -$27.2K -542 -4%
OMC
418
Old Mission Capital
Illinois
$620K -$2.74M -54,558 -82%
FLA
419
Financial Life Advisors
Texas
$614K +$613K +12,215 New
CCM
420
Chilton Capital Management
Texas
$611K -$231K -4,591 -27%
CW
421
Connectus Wealth
Ohio
$605K +$604K +12,033 New
LIM
422
Loudon Investment Management
New Hampshire
$603K +$16.3K +324 +3%
BWM
423
Birchcreek Wealth Management
Ohio
$599K -$31.1K -619 -5%
RIG
424
RiverFront Investment Group
Virginia
$595K -$164K -3,273 -22%
H
425
HoyleCohen
California
$576K +$40.5K +806 +8%