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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
451
NewSquare Capital
Pennsylvania
$3K -$1.5K -30 -33%
Balentine LLC
452
Balentine LLC
Georgia
$3K -$50 -1 -2%
SWA
453
Sutton Wealth Advisors
Florida
$1.62K -$4.9K -98 -75%
LAS
454
Lloyd Advisory Services
Georgia
$1K -$1.8K -36 -61%
JCM
455
Jacobi Capital Management
Pennsylvania
$1K – – –
KPW
456
Kore Private Wealth
New York
$1K – – –
WIM
457
Westside Investment Management
California
$119 – – –
Verition Fund Management
458
Verition Fund Management
Connecticut
– -$48.4M -992,925 Closed
Prudential plc
459
Prudential plc
United Kingdom
– -$20.2M -414,107 Closed
LCM
460
Landscape Capital Management
New Jersey
– -$10.7M -218,660 Closed
QCMC
461
Quantum Capital Management (California)
California
– -$6.03M -123,563 Closed
MWM
462
MinichMacGregor Wealth Management
New York
– -$3.25M -65,407 Closed
AWMS
463
Advocacy Wealth Management Services
Georgia
– -$2.52M -51,801 Closed
LNB
464
Ledyard National Bank
– -$2.38M -48,869 Closed
ETS
465
ESL Trust Services
New York
– -$1.58M -32,700 Closed
BRWM
466
B. Riley Wealth Management
Tennessee
– -$1.53M -31,487 Closed
CCG
467
Cypress Capital Group
Florida
– -$1.01M -20,645 Closed
First National Trust
468
First National Trust
Pennsylvania
– -$912K -18,707 Closed
Clearstead Advisors
469
Clearstead Advisors
Ohio
– -$905K -18,560 Closed
Colony Group
470
Colony Group
Massachusetts
– -$902K -18,512 Closed
LG
471
Leuthold Group
Minnesota
– -$886K -18,173 Closed
MBT
472
Montecito Bank & Trust
California
– -$777K -15,940 Closed
Wealthspire Advisors (New York)
473
Wealthspire Advisors (New York)
New York
– -$751K -15,416 Closed
SSWM
474
Sheets Smith Wealth Management
North Carolina
– -$688K -14,124 Closed
IAP
475
Indie Asset Partners
Indiana
– -$609K -12,500 Closed