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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
Hohimer Wealth Management
Washington
$447K -$15.2K -300 -3%
PVI
402
Pine Valley Investments
New Jersey
$446K +$8.77K +173 +2%
BC
403
Bartlett & Co
Ohio
$445K
BCWM
404
Bartlett & Co Wealth Management
Ohio
$445K
MIH
405
Meitav Investment House
Israel
$445K -$2.48K -49 -0.6%
SFG
406
Summit Financial Group
West Virginia
$441K -$2.03K -40 -0.5%
TDC
407
Thompson Davis & Co
Virginia
$434K -$7.05K -139 -2%
CAC
408
Certified Advisory Corp
Florida
$430K -$5.42K -107 -1%
KP
409
Keel Point
Alabama
$429K -$52.8K -1,042 -11%
FIA
410
Foundations Investment Advisors
Arizona
$429K +$53.3K +1,051 +14%
Cerity Partners
411
Cerity Partners
New York
$425K +$116K +2,287 +37%
MCM
412
Mattern Capital Management
Colorado
$423K +$40.2K +793 +10%
OP
413
ORG Partners
Indiana
$417K +$413K +8,155 +9,708%
CNWM
414
Clay Northam Wealth Management
California
$399K -$11.4K -225 -3%
SG
415
StoneX Group
New York
$398K -$23.6K -466 -6%
PWMAG
416
Pinnacle Wealth Management Advisory Group
New Jersey
$395K -$42.8K -845 -10%
EWA
417
Elevate Wealth Advisory
Georgia
$394K +$395K +7,789 New
FIBT
418
First International Bank & Trust
North Dakota
$392K +$19.9K +393 +5%
KDA
419
Kraft Davis & Associates
Missouri
$389K -$86.9K -1,715 -18%
Bank Julius Baer & Co
420
Bank Julius Baer & Co
Switzerland
$386K -$4.77K -94 -1%
EFG
421
Embree Financial Group
Illinois
$384K +$385K +7,589 New
Invesco
422
Invesco
Georgia
$384K -$86.6K -1,708 -18%
BPA
423
Beacon Pointe Advisors
California
$381K -$19.4K -383 -5%
Fidelity Investments
424
Fidelity Investments
Massachusetts
$379K +$179K +3,535 +89%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$378K -$5.07K -100 -1%