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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Savant Capital
Illinois
$393K -$13.5K -265 -3%
WF
452
Welch & Forbes
Massachusetts
$389K – – –
BPA
453
Beacon Pointe Advisors
California
$388K +$75.5K +1,483 +24%
AA
454
Armis Advisers
Georgia
$386K +$1.83K +36 +0.5%
NB
455
Northwest Bancshares
Pennsylvania
$385K -$10.2K -200 -3%
SAM
456
Sherman Asset Management
California
$383K +$26.5K +520 +7%
CFIA
457
Cantor Fitzgerald Investment Advisors
New York
$381K +$4.23K +83 +1%
GS
458
GWN Securities
Florida
$379K -$91.9K -1,805 -20%
FFA
459
Fortune Financial Advisors
Kansas
$379K – – –
MM
460
Meridian Management
Arkansas
$378K – – –
EFG
461
Ethos Financial Group
Pennsylvania
$377K – – –
CPL
462
CAP Partners LLC
Tennessee
$371K +$371K +7,291 New
GWP
463
Gateway Wealth Partners
Wisconsin
$370K +$371K +7,278 New
O3W
464
Omni 360 Wealth
New Jersey
$367K +$117K +2,290 +47%
HGA
465
Hobbs Group Advisors
South Carolina
$365K +$1.53K +30 +0.4%
LSWP
466
Liberty Square Wealth Partners
Pennsylvania
$363K – – –
CAC
467
Certified Advisory Corp
Florida
$361K -$48.6K -955 -12%
BFS
468
BridgePort Financial Solutions
Iowa
$356K -$204K -4,000 -36%
AOWM
469
Alpha Omega Wealth Management
Virginia
$356K – – –
STA
470
Smith Thornton Advisors
Alabama
$355K – – –
PFA
471
Plotkin Financial Advisors
Maryland
$349K +$53.7K +1,055 +18%
GT
472
GreatBanc Trust
Illinois
$345K -$56K -1,100 -14%
BA
473
Bluesphere Advisors
Pennsylvania
$332K -$129K -2,535 -28%
IWA
474
Independent Wealth Advisors
North Carolina
$325K +$326K +6,395 New
USCWA
475
U.S. Capital Wealth Advisors
Texas
$325K -$5.35K -105 -2%
17 18
19
20 21