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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Sherman Asset Management
California
$521K +$137K +2,694 +36%
LWL
427
Leo Wealth LLC
Texas
$513K -$102K -1,999 -17%
FHC
428
First Heartland Consultants
Missouri
$512K +$19.1K +376 +4%
EIP
429
Ellis Investment Partners
Pennsylvania
$511K +$511K +10,026 New
LCP
430
Larch Capital Partners
Florida
$510K
HWM
431
HB Wealth Management
Georgia
$509K -$125K -2,450 -20%
FFS
432
Founders Financial Securities
Maryland
$507K -$88.4K -1,735 -15%
PJSIMP
433
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K -$103K -2,025 -17%
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$502K -$625K -12,266 -55%
WAS
435
Wealth Advisory Solutions
Indiana
$484K -$2.55K -50 -0.5%
CFP
436
Cascade Financial Partners
California
$484K -$1.34M -26,230 -73%
APP
437
Avantax Planning Partners
Iowa
$480K +$35.2K +692 +8%
IFO
438
Independent Family Office
New York
$480K
PWW
439
Pettyjohn Wood & White
Virginia
$478K -$59.4K -1,166 -11%
AIC
440
Argus Investors Counsel
New York
$469K -$116K -2,275 -20%
RA
441
Rockingstone Advisors
Massachusetts
$466K
OWM
442
OneAscent Wealth Management
Alabama
$466K -$592K -11,617 -56%
WA
443
Waverly Advisors
Alabama
$466K -$2.26M -44,338 -83%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$460K
FCH
445
Freestone Capital Holdings
Washington
$455K -$339K -6,659 -43%
BWP
446
Balboa Wealth Partners
Arizona
$451K +$204 +4 +0%
HCM
447
Hutchinson Capital Management
California
$447K
GS
448
GWN Securities
Florida
$442K +$62K +1,217 +16%
NL
449
NWAM LLC
Washington
$442K -$201K -3,943 -31%
GTWM
450
Global Trust Wealth Management
Florida
$438K -$112K -2,190 -20%