We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Stockman Wealth Management
Montana
$516K -$21.9K -435 -4%
IP
402
Intellectus Partners
California
$512K -$45.7K -906 -8%
AG
403
Ascent Group
Virginia
$510K +$511K +10,122 New
HWM
404
Howard Wealth Management
Connecticut
$507K -$87K -1,725 -15%
MHIC
405
Marble Harbor Investment Counsel
Massachusetts
$504K
MSFS
406
Main Street Financial Solutions
Pennsylvania
$499K +$757 +15 +0.2%
SEIA
407
Signature Estate & Investment Advisors
California
$496K
NB
408
Northwest Bancshares
Pennsylvania
$495K
SWP
409
Summit Wealth Partners
Florida
$488K -$94.4K -1,871 -16%
WFM
410
Wolff Financial Management
Michigan
$487K -$120K -2,378 -20%
TSS
411
Two Sigma Securities
New York
$480K +$215K +4,269 +81%
WSCM
412
Wellington Shields Capital Management
New York
$474K
Vontobel Holding
413
Vontobel Holding
Switzerland
$472K -$25.6K -507 -5%
HCM
414
Hutchinson Capital Management
California
$459K +$460K +9,109 New
CWA
415
Capital Wealth Alliance
Arizona
$456K -$3.78K -75 -0.8%
FIA
416
Foundations Investment Advisors
Arizona
$451K +$190K +3,768 +73%
BWM
417
Birchcreek Wealth Management
Ohio
$451K -$149K -2,950 -25%
ACM
418
Absolute Capital Management
Pennsylvania
$448K -$1.11M -21,900 -71%
WC
419
Waterloo Capital
Texas
$440K +$440K +8,729 New
PIMG
420
Patriot Investment Management Group
Tennessee
$437K -$20.2K -400 -4%
APWA
421
Atlas Private Wealth Advisors
New Jersey
$434K
GSWM
422
Greenup Street Wealth Management
Michigan
$431K -$1.97M -38,995 -82%
TDC
423
Thompson Davis & Co
Virginia
$430K +$60.4K +1,197 +16%
GSEP
424
Golden State Equity Partners
California
$423K +$424K +8,398 New
BA
425
Bard Associates
Illinois
$420K +$858 +17 +0.2%