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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
26
Capital Investment Services of America
Wisconsin
$17.4M +$40.5K +800 +0.2%
BOTW
27
Bank of the West
California
$17.2M -$2.36M -46,566 -12%
LPL Financial
28
LPL Financial
California
$15.8M -$1.07M -21,203 -6%
Goldman Sachs
29
Goldman Sachs
New York
$15M +$9.47M +186,953 +171%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$13.5M +$1.4M +27,671 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$13.2M -$6.87M -135,548 -34%
SF
32
Synovus Financial
Georgia
$13.1M -$203K -4,012 -2%
DCM
33
DeGreen Capital Management
Arizona
$12.6M -$88.4M -1,743,896 -88%
CAM
34
Caprin Asset Management
Virginia
$12.5M -$247K -4,878 -2%
UCFA
35
United Capital Financial Advisors
Texas
$12.3M -$11.6M -229,685 -49%
SPL
36
Smart Portfolios LLC
Washington
$11.8M -$917K -18,105 -7%
Ameriprise
37
Ameriprise
Minnesota
$10.8M +$1.48M +29,240 +16%
JIR
38
James Investment Research
Ohio
$10.3M -$589K -11,621 -5%
MM
39
Meridian Management
Arkansas
$9.96M +$98.8K +1,950 +1%
RW
40
Rand Wealth
Maryland
$9.36M -$217K -4,286 -2%
LG
41
Leuthold Group
Minnesota
$8.73M +$8.72M +172,035 New
GWM
42
Geneos Wealth Management
Colorado
$8.4M +$8.18M +161,541 +4,104%
CCG
43
Chatham Capital Group
Georgia
$8.31M -$1.31M -25,825 -14%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8.29M +$149K +2,936 +2%
LPT
45
Legacy Private Trust
Wisconsin
$7.91M +$470K +9,273 +6%
SIM
46
SSI Investment Management
California
$7.89M +$2.63M +51,967 +50%
BPB
47
Badgley, Phelps & Bell
Washington
$7.87M +$7.86M +155,033 New
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M -$25.3M -499,189 -77%
BFG
49
Bouchey Financial Group
New York
$7.52M -$2.96M -58,418 -28%
JP Morgan Chase
50
JP Morgan Chase
New York
$7.46M +$849K +16,750 +13%