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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
Liberty Wealth Management
California
$491K +$114K +2,244 +30%
WAS
427
Wealth Advisory Solutions
Indiana
$486K -$20.2K -397 -4%
IFO
428
Independent Family Office
New York
$479K
MSFS
429
Main Street Financial Solutions
Pennsylvania
$478K +$7.54K +148 +2%
RA
430
Rockingstone Advisors
Massachusetts
$465K +$228K +4,470 +96%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$459K
BWP
432
Balboa Wealth Partners
Arizona
$450K -$10.4K -205 -2%
DAS
433
Diversify Advisory Services
Utah
$447K -$44.7K -878 -9%
BAAM
434
Baker Avenue Asset Management
California
$447K -$18.5M -363,917 -98%
HCM
435
Hutchinson Capital Management
California
$446K -$15.1K -297 -3%
APP
436
Avantax Planning Partners
Iowa
$444K -$7.18K -141 -2%
ACM
437
Advisors Capital Management
New Jersey
$440K +$218K +4,289 +99%
DI
438
Disciplined Investments
Oklahoma
$439K -$16.1K -316 -4%
NIWA
439
New Insight Wealth Advisors
California
$429K -$267K -5,244 -38%
KWM
440
Keebeck Wealth Management
Illinois
$426K +$140K +2,756 +49%
TWCA
441
Two West Capital Advisors
Kansas
$420K -$226K -4,439 -35%
EWA
442
EP Wealth Advisors
California
$420K +$421K +8,257 New
UIM
443
Unified Investment Management
Georgia
$420K -$6.37K -125 -1%
XT
444
XTX Topco
Cayman Islands
$416K +$205K +4,032 +97%
Cerity Partners
445
Cerity Partners
New York
$411K -$13.6K -267 -3%
TDC
446
Thompson Davis & Co
Virginia
$408K -$12.2K -239 -3%
SRCM
447
Signature Resources Capital Management
California
$405K +$406K +7,966 New
WB
448
WesBanco Bank
West Virginia
$400K -$31.9K -627 -7%
RSF
449
Rik Saylor Financial
Ohio
$395K -$26.9K -528 -6%
CL
450
Choreo LLC
Illinois
$393K -$9.53K -187 -2%