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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
426
Dunhill Financial
United Kingdom
$537K +$226K +4,430 New
NI
427
Natural Investments
California
$535K +$535K +10,488 New
PRI
428
Prepared Retirement Institute
Pennsylvania
$534K -$368K -7,215 -41%
KWA
429
Kingswood Wealth Advisors
California
$531K +$312K +6,124 +143%
T
430
Tableaux
Massachusetts
$521K +$521K +10,213 New
AC
431
AlphaCore Capital
California
$521K +$520K +10,200 New
NG
432
Novem Group
New York
$520K +$23.8K +467 +5%
TDC
433
Thompson Davis & Co
Virginia
$520K +$26K +510 +5%
BCG
434
Breakwater Capital Group
New Jersey
$519K +$12.7K +250 +3%
WAS
435
Wealth Advisory Solutions
Indiana
$516K -$45.4K -891 -8%
BCWM
436
Bartlett & Co Wealth Management
Ohio
$511K – – –
GF
437
Gries Financial
Ohio
$508K -$704K -13,810 -58%
WB
438
WesBanco Bank
West Virginia
$506K -$40.4K -792 -7%
FFS
439
Founders Financial Securities
Maryland
$503K +$45.2K +886 +10%
COCM
440
Charter Oak Capital Management
New Hampshire
$498K +$174K +3,418 +54%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$494K +$15.7K +308 +3%
LDB
442
Lee, Danner & Bass
Tennessee
$492K – – –
KLCM
443
KG&L Capital Management
Louisiana
$491K +$219K +4,303 +81%
CAC
444
Certified Advisory Corp
Florida
$486K -$15.1K -296 -3%
IFO
445
Independent Family Office
New York
$481K – – –
FDW
446
Fourth Dimension Wealth
Ohio
$478K +$478K +9,366 +468,300%
HCM
447
Hutchinson Capital Management
California
$478K -$6.99K -137 -1%
BWP
448
Balboa Wealth Partners
Arizona
$474K +$474K +9,292 New
ORC
449
O'Rourke & Company
Massachusetts
$472K +$472K +9,251 New
MIH
450
Meitav Investment House
Israel
$471K +$203K +3,974 +76%
16 17
18
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