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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
451
Good Life Advisors
Pennsylvania
$276K +$276K +5,418 New
LWM
452
Liberty Wealth Management
California
$275K -$14.2M -279,101 -98%
FPGK
453
Financial Partners Group (Kansas)
Kansas
$275K -$980K -19,231 -78%
FW
454
FullCircle Wealth
Texas
$274K
CWA
455
Clarus Wealth Advisors
Arizona
$273K
CAS
456
Coppell Advisory Solutions
Texas
$272K +$2.24K +44 +0.8%
HFS
457
Haverford Financial Services
Pennsylvania
$271K -$458 -9 -0.2%
SFA
458
Sequoia Financial Advisors
Ohio
$270K -$301K -5,908 -53%
PJSIMP
459
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$17.2K -337 -6%
CAL
460
Capital Advisors Ltd
Ohio
$263K +$72.5K +1,423 +38%
IPW
461
Inlet Private Wealth
Florida
$263K
MLIC
462
Mandatum Life Insurance Company
Finland
$258K
TCWM
463
Total Clarity Wealth Management
Illinois
$258K +$53.2K +1,045 +26%
SWM
464
Seaside Wealth Management
California
$255K +$3.77K +74 +2%
USCWA
465
U.S. Capital Wealth Advisors
Texas
$254K -$127K -2,500 -33%
WTC
466
WhitTier Trust Company
Nevada
$253K
FLA
467
Financial Life Advisors
Texas
$252K +$22K +431 +10%
BFA
468
Beaumont Financial Advisors
Massachusetts
$251K
SAG
469
SageView Advisory Group
California
$248K +$248K +4,866 New
CWP
470
CFM Wealth Partners
Texas
$248K
BSG
471
Black Swift Group
Colorado
$246K +$246K +4,825 New
SIC
472
Salem Investment Counselors
North Carolina
$244K +$4.33K +85 +2%
Koshinski Asset Management
473
Koshinski Asset Management
Illinois
$244K +$17.8K +350 +8%
WWM
474
WJ Wealth Management
Arizona
$242K -$216K -4,250 -47%
PIA
475
Powell Investment Advisors
Florida
$239K -$288K -5,647 -55%