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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
401
BridgePort Financial Solutions
Iowa
$548K +$546K +10,724 New
LWM
402
Liberty Wealth Management
California
$546K +$272K +5,341 +99%
WB
403
WesBanco Bank
West Virginia
$545K -$125K -2,446 -19%
AIC
404
Argus Investors Counsel
New York
$543K +$54.5K +1,070 +11%
JWA
405
JFS Wealth Advisors
Pennsylvania
$540K +$540K +10,612 New
FHA
406
First Horizon Advisors
Tennessee
$539K +$160K +3,138 +42%
VC
407
Vicus Capital
Pennsylvania
$538K +$21.2K +416 +4%
RWM
408
Rialto Wealth Management
New York
$533K +$533K +10,468 New
NP
409
Nilsine Partners
Colorado
$529K +$124K +2,439 +31%
M&T Bank
410
M&T Bank
New York
$509K -$56K -1,100 -10%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$509K
SC
412
Savant Capital
Illinois
$507K -$558K -10,957 -52%
BCG
413
Breakwater Capital Group
New Jersey
$504K -$30.8K -605 -6%
CAC
414
Certified Advisory Corp
Florida
$500K -$5.04K -99 -1%
NG
415
Novem Group
New York
$494K +$495K +9,715 New
TDC
416
Thompson Davis & Co
Virginia
$492K -$196K -3,845 -28%
LDB
417
Lee, Danner & Bass
Tennessee
$491K +$491K +9,642 New
KWS
418
Keystone Wealth Services
California
$490K -$12K -235 -2%
PAG
419
Powers Advisory Group
Illinois
$485K +$485K +9,532 New
HCM
420
Hutchinson Capital Management
California
$483K
IFO
421
Independent Family Office
New York
$479K
MSFS
422
Main Street Financial Solutions
Pennsylvania
$477K +$10.9K +215 +2%
PFA
423
Portland Financial Advisors
New York
$473K +$474K +9,298 New
APP
424
Avantax Planning Partners
Iowa
$468K -$36.5K -717 -7%
FFS
425
Founders Financial Securities
Maryland
$458K +$458K +9,000 New