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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
451
Wellington Shields Capital Management
New York
$318K – – –
AAM
452
Advisors Asset Management
Colorado
$317K +$15K +296 +5%
CCM
453
Chilton Capital Management
Texas
$317K -$6.34K -125 -2%
CAS
454
Coppell Advisory Solutions
Texas
$315K +$110K +2,173 +54%
LA
455
LexAurum Advisors
Kansas
$314K +$314K +6,195 New
SAM
456
Summit Asset Management
Tennessee
$312K – – –
DDPIC
457
Deroy & Devereaux Private Investment Counsel
Michigan
$309K – – –
SIC
458
Salem Investment Counselors
North Carolina
$306K – – –
RFA
459
Register Financial Advisors
Georgia
$305K +$306K +6,027 New
SFA
460
Sequoia Financial Advisors
Ohio
$305K +$305K +6,016 New
CCG
461
Ceeto Capital Group
Florida
$304K +$304K +6,000 New
DWT
462
Dorsey & Whitney Trust
South Dakota
$304K – – –
CF
463
Centaurus Financial
California
$303K +$304K +5,987 New
PGF
464
Plan Group Financial
Oklahoma
$303K -$16.9K -333 -5%
HFS
465
Haverford Financial Services
Pennsylvania
$302K +$10.5K +208 +4%
PCA
466
Peddock Capital Advisors
Massachusetts
$301K – – –
WA
467
WBH Advisory
Maryland
$301K +$301K +5,938 New
CFD
468
Creative Financial Designs
Indiana
$298K +$3.9K +77 +1%
CSB
469
City State Bank
Iowa
$298K +$1.52K +30 +0.5%
SAG
470
SageView Advisory Group
California
$295K -$389K -7,677 Closed
MAM
471
Milestone Asset Management
Pennsylvania
$294K -$3.45K -68 -1%
FNC
472
First National Corp
Massachusetts
$293K +$77.2K +1,522 +36%
CIAS
473
Capital Investment Advisory Services
North Carolina
$288K – – –
ML
474
McAdam LLC
Pennsylvania
$283K -$85.3K -1,682 -23%
PFS
475
Prospera Financial Services
Texas
$276K +$29.7K +585 +12%
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19
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