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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
426
Smith Thornton Advisors
Alabama
$458K – – –
OPWM
427
Oxinas Partners Wealth Management
Indiana
$457K -$267K -5,240 -37%
RSF
428
Rik Saylor Financial
Ohio
$444K +$444K +8,718 New
HI
429
Horizon Investments
North Carolina
$429K +$312K +6,131 +262%
ST
430
Smithfield Trust
Pennsylvania
$423K -$98.4K -1,932 -19%
NB
431
Northwest Bancshares
Pennsylvania
$415K – – –
UAS
432
United Asset Strategies
New York
$413K -$271K -5,327 -40%
HWM
433
Hohimer Wealth Management
Washington
$411K -$9.42K -185 -2%
KC
434
Knuff & Co
California
$410K +$53.5K +1,050 +15%
EWA
435
EP Wealth Advisors
California
$409K -$28.8K -566 -7%
CIS
436
Continental Investors Services
Washington
$408K +$6.47K +127 +2%
LA
437
LexAurum Advisors
Kansas
$406K -$114K -2,235 -22%
CFD
438
Creative Financial Designs
Indiana
$404K +$269K +5,288 +199%
SF
439
Summit Financial
New Jersey
$404K +$7.44K +146 +2%
DAS
440
Dynamic Advisor Solutions
Arizona
$402K -$927K -18,199 -70%
CTWM
441
Cherry Tree Wealth Management
Minnesota
$398K -$99.1K -1,946 -20%
SAM
442
Summit Asset Management
Tennessee
$396K +$82.5K +1,619 +26%
SPFA
443
Summit Place Financial Advisors
New Jersey
$396K -$153K -3,000 -28%
FIBT
444
First International Bank & Trust
North Dakota
$394K – – –
BA
445
Bard Associates
Illinois
$394K +$86K +1,689 +28%
WW
446
Winnow Wealth
Texas
$392K +$395K +7,753 New
CFIA
447
Cantor Fitzgerald Investment Advisors
New York
$389K +$9.63K +189 +3%
APWM
448
Anchor Pointe Wealth Management
Missouri
$386K +$386K +7,585 New
MCI
449
MRP Capital Investments
Georgia
$382K +$357K +7,000 +1,400%
MM
450
Meridian Management
Arkansas
$378K – – –
16 17
18
19 20