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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
426
Whalen Wealth Management
Nevada
$531K +$529K +10,407 New
WF
427
Welch & Forbes
Massachusetts
$531K -$10.2K -200 -2%
NL
428
NWAM LLC
Washington
$525K +$53.8K +1,059 +11%
AC
429
AlphaCore Capital
California
$520K – – –
GS
430
GWN Securities
Florida
$519K -$131K -2,580 -20%
WAS
431
Wealth Advisory Solutions
Indiana
$517K +$1.57K +31 +0.3%
BCWM
432
Bartlett & Co Wealth Management
Ohio
$511K +$1.07K +21 +0.2%
XT
433
XTX Topco
Cayman Islands
$508K -$66.3K -1,305 -12%
WB
434
WesBanco Bank
West Virginia
$506K – – –
TFS
435
Thoroughbred Financial Services
Tennessee
$500K +$498K +9,805 New
DI
436
Disciplined Investments
Oklahoma
$497K -$76.9K -1,513 -13%
LDB
437
Lee, Danner & Bass
Tennessee
$492K – – –
IC
438
Innealta Capital
Texas
$487K -$93.5K -1,841 -16%
MIA
439
MMBG Investment Advisors
Florida
$486K -$81.3K -1,600 -14%
HWM
440
Hohimer Wealth Management
Washington
$484K +$13.8K +271 +3%
EFG
441
Ethos Financial Group
Pennsylvania
$481K +$128K +2,510 +36%
IFO
442
Independent Family Office
New York
$481K – – –
CAC
443
Certified Advisory Corp
Florida
$480K -$5.94K -117 -1%
BWP
444
Balboa Wealth Partners
Arizona
$477K +$3.1K +61 +0.7%
KWA
445
Kingswood Wealth Advisors
California
$476K -$54.4K -1,070 -10%
PCS
446
Private Client Services
Kentucky
$474K +$110K +2,168 +30%
MHC
447
May Hill Capital
Massachusetts
$473K -$439K -8,641 -48%
DAS
448
Diversify Advisory Services
Utah
$471K -$164K -3,225 -26%
HCM
449
Hutchinson Capital Management
California
$471K -$7.01K -138 -1%
MSFS
450
Main Street Financial Solutions
Pennsylvania
$470K -$24K -473 -5%
16 17
18
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