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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Stockman Wealth Management
Montana
$570K -$13.1K -260 -2%
CMS
427
Capital Market Strategies
Florida
$565K +$50.1K +997 +10%
AWA
428
Arete Wealth Advisors
Illinois
$560K -$197K -3,921 -26%
SW
429
SteelPeak Wealth
California
$558K -$115K -2,283 -17%
AWM
430
Ameliora Wealth Management
Switzerland
$556K +$558K +11,110 New
CCG
431
Ceeto Capital Group
Florida
$553K -$100K -2,000 -15%
NRI
432
NFP Retirement Inc
California
$551K +$50 +1 +0%
PWM
433
Perigon Wealth Management
California
$551K +$34.4K +685 +7%
GVAG
434
Great Valley Advisor Group
Delaware
$550K -$133K -2,650 -20%
PIMG
435
Patriot Investment Management Group
Tennessee
$549K -$10K -200 -2%
ML
436
McAdam LLC
Pennsylvania
$548K +$102K +2,036 +23%
SWM
437
Spire Wealth Management
Virginia
$543K -$194K -3,871 -26%
1WA
438
180 Wealth Advisors
Washington
$539K -$236K -4,705 -30%
EVM
439
Eaton Vance Management
Massachusetts
$532K
FANJ
440
Financial Architects (New Jersey)
New Jersey
$529K +$528K +10,517 New
OFG
441
OmniStar Financial Group
North Carolina
$527K -$520K -10,365 -50%
BPA
442
Beacon Pointe Advisors
California
$527K +$224K +4,465 +74%
SIM
443
SSI Investment Management
California
$515K
MHIC
444
Marble Harbor Investment Counsel
Massachusetts
$503K
LWP
445
Lumature Wealth Partners
Georgia
$497K -$5.13M -102,107 -91%
MSFS
446
Main Street Financial Solutions
Pennsylvania
$496K -$9.49K -189 -2%
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$495K -$12.6K -250 -2%
AA
448
Argent Advisors
Louisiana
$495K -$33.5K -668 -6%
SEIA
449
Signature Estate & Investment Advisors
California
$495K -$2.51K -50 -0.5%
NB
450
Northwest Bancshares
Pennsylvania
$495K