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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
426
CPWM LLC
Washington
$250K – – –
WIA
427
World Investment Advisors
California
$249K +$14.7K +290 +6%
RPC
428
Rossmore Private Capital
Connecticut
$248K +$248K +4,883 New
KF
429
Krilogy Financial
Missouri
$247K +$152 +3 +0.1%
FRA
430
Front Row Advisors
California
$247K +$138K +2,709 +125%
LA
431
Latitude Advisors
Florida
$247K +$247K +4,858 New
OPWM
432
Oxinas Partners Wealth Management
Indiana
$246K -$965 -19 -0.4%
CWP
433
CFM Wealth Partners
Texas
$246K – – –
KFP
434
KMG Fiduciary Partners
Ohio
$244K – – –
BCM
435
Brookstone Capital Management
Illinois
$243K +$243K +4,784 New
CIM
436
Confluence Investment Management
Missouri
$242K – – –
VHAM
437
Van Hulzen Asset Management
California
$242K +$242K +4,765 New
OPA
438
Old Port Advisors
Maine
$241K +$241K +4,746 New
SS
439
Simplicity Solutions
Minnesota
$239K -$11.9K -235 -5%
JHCP
440
Jackson Hole Capital Partners
Oklahoma
$239K – – –
HPC
441
Hobart Private Capital
North Carolina
$239K +$16.5K +325 +7%
BFO
442
Biltmore Family Office
North Carolina
$235K +$235K +4,627 New
IF
443
Intrua Financial
Texas
$229K -$50.4K -993 -18%
AWE
444
Avidian Wealth Enterprises
Texas
$222K -$18.8K -370 -8%
AWA
445
Arete Wealth Advisors
Illinois
$220K -$386K -7,602 -52%
WJWM
446
Williams Jones Wealth Management
New York
$216K -$25K -493 -10%
LA
447
LexAurum Advisors
Kansas
$213K -$47.1K -927 -18%
BFA
448
Beaumont Financial Advisors
Massachusetts
$212K -$40.6K -800 -16%
MG
449
Mather Group
Illinois
$211K -$191K -3,760 -48%
LDFR
450
Lehman & Derafelo Financial Resources
Pennsylvania
$211K – – –
16 17
18
19 20