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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
401
EPIQ Partners
Minnesota
$605K +$605K +11,887 New
CISOA
402
Capital Investment Services of America
Wisconsin
$602K -$306K -6,000 -34%
QCM
403
Quantinno Capital Management
New York
$602K +$603K +11,840 New
FFS
404
Founders Financial Securities
Maryland
$595K +$382K +7,499 +178%
SF
405
Summit Financial
New Jersey
$594K -$82.2K -1,613 -12%
AWA
406
American Wealth Advisors
Georgia
$588K +$6.72K +132 +1%
AIC
407
Argus Investors Counsel
New York
$584K -$2.34K -46 -0.4%
KWA
408
Kingswood Wealth Advisors
California
$581K +$149K +2,916 +34%
PFA
409
Professional Financial Advisors
Nebraska
$578K -$22.9K -450 -4%
PCS
410
Private Client Services
Kentucky
$577K +$22.4K +440 +4%
CWM
411
Connecticut Wealth Management
Connecticut
$564K – – –
TFS
412
Thoroughbred Financial Services
Tennessee
$558K +$18.2K +357 +3%
GTWM
413
Global Trust Wealth Management
Florida
$549K +$550K +10,792 New
P
414
&Partners
Tennessee
$546K +$34.6K +679 +7%
RFN
415
RDA Financial Network
Iowa
$539K -$17.8K -349 -3%
PWW
416
Pettyjohn Wood & White
Virginia
$536K – – –
IWM
417
IHT Wealth Management
Illinois
$534K +$535K +10,499 New
NI
418
Natural Investments
California
$533K +$534K +10,493 New
VAG
419
VisionPoint Advisory Group
Texas
$522K +$65.9K +1,294 +14%
AC
420
AlphaCore Capital
California
$519K – – –
RFA
421
Reyes Financial Architecture
California
$512K -$113K -2,210 -18%
MFG
422
Mustico Financial Group
New York
$510K -$40.1K -788 -7%
LCP
423
Larch Capital Partners
Florida
$509K +$510K +10,006 New
OFS
424
Opus Financial Solutions
Illinois
$507K +$508K +9,973 New
FHC
425
First Heartland Consultants
Missouri
$492K +$5.96K +117 +1%
15 16
17
18 19