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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
451
Choreo LLC
Illinois
$377K -$6.77K -133 -2%
MWM
452
Mascagni Wealth Management
Mississippi
$370K +$369K +7,255 New
FFN
453
Focus Financial Network
Minnesota
$367K +$45.9K +901 +14%
EBA
454
Eagle Bay Advisors
New York
$367K -$61.1K -1,200 -14%
LSWP
455
Liberty Square Wealth Partners
Pennsylvania
$364K +$364K +7,141 New
FNC
456
First National Corp
Massachusetts
$360K -$1.73K -34 -0.5%
USCWA
457
U.S. Capital Wealth Advisors
Texas
$356K +$103K +2,032 +41%
AOWM
458
Alpha Omega Wealth Management
Virginia
$356K – – –
EFG
459
Ethos Financial Group
Pennsylvania
$352K +$353K +6,927 New
CT
460
Coastline Trust
Rhode Island
$351K – – –
TC
461
TAP Consulting
Missouri
$351K -$33.9K -665 -9%
AA
462
Armis Advisers
Georgia
$350K +$351K +6,887 New
EL
463
Essex LLC
Illinois
$347K -$86.6K -1,700 -20%
EFG
464
Elm3 Financial Group
Georgia
$344K +$344K +6,763 New
PCS
465
Private Client Services
Kentucky
$339K +$119K +2,329 +54%
FCA
466
Fortis Capital Advisors
Kansas
$338K +$458 +9 +0.1%
RFM
467
Royal Fund Management
Florida
$337K +$337K +6,618 New
SW
468
SteelPeak Wealth
California
$332K +$7.13K +140 +2%
ICMM
469
Integrated Capital Management (Michigan)
Michigan
$331K -$13K -255 -4%
DLCIG
470
D.L. Carlson Investment Group
New Hampshire
$329K +$330K +6,476 New
BPA
471
Beacon Pointe Advisors
California
$324K -$8.76K -172 -3%
COCM
472
Charter Oak Capital Management
New Hampshire
$322K -$96.7K -1,899 -23%
DDPIC
473
Deroy & Devereaux Private Investment Counsel
Michigan
$310K – – –
T
474
Tidemark
California
$308K – – –
BFO
475
Boston Family Office
Massachusetts
$307K – – –
17 18
19
20 21