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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
401
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$632K +$335K +6,571 +113%
RFA
402
Reyes Financial Architecture
California
$627K -$1.32M -25,981 -68%
RFA
403
Register Financial Advisors
Georgia
$624K +$1.53K +30 +0.2%
RA
404
Rise Advisors
New York
$624K -$22.6K -444 -4%
JSL
405
JT Stratford LLC
Georgia
$624K +$623K +12,223 New
PFA
406
Portland Financial Advisors
New York
$618K +$143K +2,804 +30%
SRC
407
Shufro Rose & Co
New York
$607K – – –
PWW
408
Pettyjohn Wood & White
Virginia
$598K – – –
AWM
409
Ameliora Wealth Management
Switzerland
$593K -$40.8K -800 -6%
GWM
410
Geneos Wealth Management
Colorado
$589K -$41.4K -812 -7%
FHC
411
First Heartland Consultants
Missouri
$584K +$28.9K +567 +5%
IC
412
Innealta Capital
Texas
$581K -$56.7K -1,113 -9%
GTAM
413
Global Trust Asset Management
Florida
$575K -$549K -10,766 -49%
XT
414
XTX Topco
Cayman Islands
$575K +$340K +6,665 +145%
DI
415
Disciplined Investments
Oklahoma
$574K -$116K -2,275 -17%
PWM
416
Perigon Wealth Management
California
$573K -$192K -3,760 -25%
MIA
417
MMBG Investment Advisors
Florida
$568K -$197K -3,865 -26%
BA
418
Bard Associates
Illinois
$564K +$169K +3,317 +43%
BFS
419
BridgePort Financial Solutions
Iowa
$561K +$14K +274 +3%
SAS
420
Stelac Advisory Services
New York
$560K -$99.4K -1,950 -15%
KC
421
Knuff & Co
California
$556K +$145K +2,835 +35%
AIC
422
Argus Investors Counsel
New York
$550K +$5K +98 +0.9%
RWM
423
Rialto Wealth Management
New York
$544K +$9.99K +196 +2%
WF
424
Welch & Forbes
Massachusetts
$541K -$31.9K -625 -6%
PJSIMP
425
P.J. Schmidt Investment Management (PJS)
Wisconsin
$541K +$276K +5,415 +104%
15 16
17
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