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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
426
Certified Advisory Corp
Florida
$10K +$7.03K +138 +223%
AWMS
427
Advocacy Wealth Management Services
Georgia
$10K +$10.1K +198 New
WTB
428
Washington Trust Bank
Washington
$9K – – –
ACM
429
Aviance Capital Management
Florida
$9K +$5.66K +111 +176%
ML
430
McAdam LLC
Pennsylvania
$8K +$8.15K +160 New
MOS
431
MGO One Seven
Ohio
$7K +$7.03K +138 New
PK
432
Pflug Koory
Nebraska
$6K – – –
AAP
433
Arax Advisory Partners
Colorado
$5K +$51 +1 +0.9%
FCAG
434
First Capital Advisors Group
New Jersey
$5K +$5.09K +100 New
PFSC
435
Peoples Financial Services Corp
Pennsylvania
$4K – – –
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$3.72K +73 New
HI
437
Hudock Inc
Pennsylvania
$4K +$4.89K +96 New
FHA
438
First Horizon Advisors
Tennessee
$3K – – –
LWA
439
Lowe Wealth Advisors
Maryland
$3K – – –
NC
440
NewSquare Capital
Pennsylvania
$1K – – –
JCM
441
Jacobi Capital Management
Pennsylvania
$1K +$1.02K +20 New
BFC
442
Bedel Financial Consulting
Indiana
$1K +$1.12K +22 New
GC
443
Grimes & Company
Massachusetts
– -$53M -1,042,560 Closed
BCM
444
Bluefin Capital Management
New York
– -$6.7M -131,849 Closed
SI
445
SII Investments
Wisconsin
– -$4.45M -87,420 Closed
BFPW
446
BOK Financial Private Wealth
Colorado
– -$1.56M -30,744 Closed
SP
447
Sarasin & Partners
United Kingdom
– -$1.27M -25,000 Closed
OMC
448
Old Mission Capital
Illinois
– -$1.26M -24,775 Closed
TFO
449
Tarbox Family Office
California
– -$1.19M -23,493 Closed
ACM
450
Alethea Capital Management
Washington
– -$645K -12,690 Closed
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