We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Summit Wealth Partners
Florida
$582K +$100K +1,993 +21%
AFWM
427
AMJ Financial Wealth Management
Virginia
$581K +$580K +11,553 New
CG
428
Colony Group
Massachusetts
$570K -$135K -2,690 -19%
CMS
429
Capital Market Strategies
Florida
$561K -$4.52K -90 -0.8%
AWM
430
Ameliora Wealth Management
Switzerland
$559K
IP
431
Intellectus Partners
California
$557K -$92.6K -1,844 -14%
CCWA
432
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$538K +$536K +10,681 New
SWM
433
Stockman Wealth Management
Montana
$538K -$32.6K -650 -6%
SFG
434
Summit Financial Group
West Virginia
$536K -$450K -8,955 -46%
OFG
435
OmniStar Financial Group
North Carolina
$529K +$1.1K +22 +0.2%
GVAG
436
Great Valley Advisor Group
Delaware
$525K -$25.1K -500 -5%
MHS
437
M Holdings Securities
Oregon
$520K -$156K -3,115 -23%
NRI
438
NFP Retirement Inc
California
$520K -$32.2K -642 -6%
UAS
439
United Asset Strategies
New York
$517K +$515K +10,263 New
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K +$20.3K +404 +4%
LI
441
LVZ Inc
Michigan
$507K +$50.6K +1,008 +11%
MHIC
442
Marble Harbor Investment Counsel
Massachusetts
$503K
MSFS
443
Main Street Financial Solutions
Pennsylvania
$498K +$1.3K +26 +0.3%
Vontobel Holding
444
Vontobel Holding
Switzerland
$497K +$2.36K +47 +0.5%
SEIA
445
Signature Estate & Investment Advisors
California
$496K
AWM
446
Axxcess Wealth Management
California
$496K +$94.4K +1,881 +24%
CCM
447
Chilton Capital Management
Texas
$495K -$116K -2,318 -19%
JCIA
448
Jackson Creek Investment Advisors
Colorado
$494K +$492K +9,808 New
NB
449
Northwest Bancshares
Pennsylvania
$494K -$1.81K -36 -0.4%
HI
450
Harbour Investments
Wisconsin
$492K +$361K +7,190 +278%