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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$41.9M -$9.13M -179,299 -18%
B
27
Barings
North Carolina
$39.8M
WFS
28
Walker Financial Services
Kentucky
$37.4M +$4.19M +82,249 +13%
LWM
29
LJI Wealth Management
Indiana
$36.9M +$3.62M +71,125 +11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$35.6M +$4.53M +88,891 +15%
RWM
31
RMG Wealth Management
Wisconsin
$34.9M +$4.28M +84,012 +14%
DWM
32
Destination Wealth Management
California
$34.8M +$156K +3,053 +0.5%
VCA
33
Verdence Capital Advisors
Maryland
$34.5M -$4.92M -96,581 -13%
SPIA
34
Steward Partners Investment Advisory
New York
$34M -$22.6M -443,372 -40%
Goldman Sachs
35
Goldman Sachs
New York
$32M +$14.3M +281,005 +81%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$31M +$83.1K +1,631 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$30.5M +$3.33M +65,396 +12%
US Bancorp
38
US Bancorp
Minnesota
$27.7M +$2.45M +48,079 +10%
TCM
39
Towercrest Capital Management
Pennsylvania
$26.9M -$494K -9,703 -2%
OAM
40
Occidental Asset Management
California
$26.6M -$934K -18,340 -3%
LG
41
LaFleur & Godfrey
Michigan
$24.7M +$938K +18,419 +4%
CCFCSB
42
Cape Cod Five Cents Savings Bank
Massachusetts
$24.6M +$24.5M +481,741 New
AWM
43
Avior Wealth Management
Nebraska
$24.2M +$8.26M +162,133 +52%
MA
44
Mutual Advisors
Nebraska
$23.8M +$21.9M +430,004 +1,193%
Stifel Financial
45
Stifel Financial
Missouri
$22.9M +$8.73M +171,395 +62%
MC
46
McMorgan & Co
California
$22.5M +$7.35M +144,256 +49%
HighTower Advisors
47
HighTower Advisors
Illinois
$22.3M -$1.69M -33,227 -7%
WJA
48
Willis Johnson & Associates
Texas
$21.9M +$1.17M +22,879 +6%
UCFA
49
United Capital Financial Advisors
Texas
$21.2M +$394K +7,744 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$21.1M +$3.78M +74,141 +22%