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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
Raffa Wealth Management
District of Columbia
$140K +$139K +2,740 New
ZIG
427
Zurich Insurance Group
Switzerland
$132K
SAM
428
Shamrock Asset Management
Texas
$131K
SWP
429
Strategic Wealth Partners
Ohio
$130K -$180K -3,531 -5%
ED
430
Exane Derivatives
France
$130K -$76.5K -1,503 -37%
FRA
431
Front Row Advisors
California
$128K -$1.37K -27 -1%
IFA
432
Interactive Financial Advisors
Illinois
$128K +$26.6K +522 +26%
CFD
433
Creative Financial Designs
Indiana
$128K +$128K +2,525 New
KBFS
434
Kohmann Bosshard Financial Services
Ohio
$122K -$3.36K -66 -3%
LWM
435
Liberty Wealth Management
California
$122K +$32.1K +631 +36%
PA
436
Parallel Advisors
California
$121K +$55.4K +1,089 +85%
POIA
437
Pin Oak Investment Advisors
Texas
$117K
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$109K
HS
439
Horan Securities
United States
$92K -$2.19K -43 -2%
BBHC
440
Brown Brothers Harriman & Co
New York
$88K +$87.9K +1,728 New
AIC
441
Ameritas Investment Company
Nebraska
$84K +$83.5K +1,642 New
BWA
442
BDO Wealth Advisors
Florida
$73K
GEA
443
Glen Eagle Advisors
New Jersey
$70.3K +$34.8K +684 +98%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$63K -$35.2K -692 -36%
TFGT
445
TS Financial Group (TSFG)
Illinois
$63K -$25.9K -510 -29%
PCG
446
Private Capital Group
Connecticut
$63K +$1.53K +30 +3%
NC
447
NewSquare Capital
Pennsylvania
$57K +$41.7K +820 +273%
MAM
448
Meeder Asset Management
Ohio
$52K +$29.3K +575 +129%
BWP
449
Baldwin Wealth Partners
Massachusetts
$50K
SWA
450
Sutton Wealth Advisors
Florida
$49.2K