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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
451
Level Four Advisory Services
Texas
$210K -$22.5K -443 -10%
FEM
452
Fulcrum Equity Management
Texas
$207K -$4.16K -82 -2%
SB
453
Strategic Blueprint
Georgia
$207K +$207K +4,073 New
CIA
454
Capital Investment Advisors
Georgia
$206K
BW
455
Bison Wealth
Georgia
$205K +$26.3K +517 +15%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$204K -$193K -3,797 -49%
VSWA
457
Vontobel Swiss Wealth Advisors
Switzerland
$203K +$205K +4,042 New
WS
458
Wedbush Securities
California
$201K +$201K +3,954 New
SG
459
StoneX Group
New York
$201K +$201K +3,956 New
JPLA
460
Joseph P. Lucia & Associates
New York
$200K +$138K +2,715 +222%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$192K +$8.99K +177 +5%
WBC
462
West Branch Capital
Massachusetts
$184K +$184K +3,616 New
EIP
463
Ellis Investment Partners
Pennsylvania
$178K -$97.5K -1,921 -35%
PGAM
464
Princeton Global Asset Management
New Jersey
$170K +$125K +2,470 +280%
IFA
465
Interactive Financial Advisors
Illinois
$152K -$24.9K -490 -14%
TCM
466
TD Capital Management
Tennessee
$151K +$203 +4 +0.1%
CF
467
Centaurus Financial
California
$150K -$744K -14,655 -83%
SG Americas Securities
468
SG Americas Securities
New York
$145K
PGWM
469
Parisi Gray Wealth Management
New Jersey
$130K +$130K +2,552 New
FPW
470
Flagship Private Wealth
Massachusetts
$130K +$130K +2,558 New
MA
471
MCF Advisors
Kentucky
$129K -$2.66M -52,409 -95%
AA
472
Ancora Advisors
Ohio
$124K +$51 +1 +0%
AA
473
AlphaMark Advisors
Kentucky
$122K -$8.73K -172 -7%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$120K
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$109K