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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCP
451
Larch Capital Partners
Florida
$511K
PSCM
452
Per Stirling Capital Management
Texas
$511K +$509K +10,000 New
HWM
453
HB Wealth Management
Georgia
$510K
BFM
454
Boothbay Fund Management
New York
$509K +$508K +9,980 New
BBVA
455
Banco Bilbao Vizcaya Argentaria
Spain
$508K +$507K +9,954 New
FFN
456
Focus Financial Network
Minnesota
$497K -$109K -2,147 -18%
PJSIMP
457
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K -$16.6K -325 -3%
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$486K -$17.2K -338 -3%
MAM
459
Milestone Asset Management
Pennsylvania
$482K -$703K -13,794 -59%
IFO
460
Independent Family Office
New York
$481K
AIC
461
Argus Investors Counsel
New York
$481K +$10.2K +200 +2%
APP
462
Avantax Planning Partners
Iowa
$479K -$2.29K -45 -0.5%
PWW
463
Pettyjohn Wood & White
Virginia
$479K
MFN
464
Midwest Financial Network
Illinois
$479K -$108K -2,128 -19%
SI
465
Stephens Inc
Arkansas
$470K -$176K -3,450 -27%
AIM
466
Advyzon Investment Management
Illinois
$456K -$1.18M -23,246 -72%
EFG
467
Embree Financial Group
Illinois
$456K +$455K +8,923 New
BWP
468
Balboa Wealth Partners
Arizona
$444K -$7.18K -141 -2%
WAS
469
Wealth Advisory Solutions
Indiana
$444K -$41.2K -808 -9%
BCWM
470
Bartlett & Co Wealth Management
Ohio
$440K -$20.1K -395 -4%
T
471
Tableaux
Massachusetts
$435K +$200K +3,936 +86%
FIA
472
Foundations Investment Advisors
Arizona
$428K +$143K +2,805 +50%
HCM
473
Hutchinson Capital Management
California
$428K -$20.1K -395 -5%
OWM
474
OneAscent Wealth Management
Alabama
$422K -$45K -884 -10%
UIM
475
Unified Investment Management
Georgia
$421K