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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
476
Eudaimonia Partners
Tennessee
$57K +$57.3K +1,125 New
FGAM
477
Financial Gravity Asset Management
Texas
$52K -$530K -10,398 -98%
MAM
478
Meeder Asset Management
Ohio
$52K
BCV
479
Banque Cantonale Vaudoise
Switzerland
$51K +$50.9K +1,000 New
BWP
480
Baldwin Wealth Partners
Massachusetts
$50K
MPCG
481
Matrix Private Capital Group
New York
$50K +$50K +981 New
SWA
482
Sutton Wealth Advisors
Florida
$49.2K
PCTC
483
Perkins Coie Trust Company
Washington
$49K
HDIM
484
Hanson & Doremus Investment Management
Vermont
$48K
BWM
485
Baystate Wealth Management
Massachusetts
$46K +$46.4K +910 New
ACM
486
Allred Capital Management
Texas
$45.8K +$45.8K +899 New
TF
487
TimeScale Financial
Massachusetts
$45K
HR
488
Howe & Rusling
New York
$45K +$26.2K +515 +138%
ADL
489
Asset Dedication LLC
California
$43K
TA
490
TFG Advisers
Michigan
$39K +$39.6K +777 New
IF
491
Ironwood Financial
Arizona
$36K
BFC
492
Bedel Financial Consulting
Indiana
$34K
PP
493
Pacifica Partners
Canada
$32K +$31.8K +625 New
HIA
494
Harbor Investment Advisory
Maryland
$32K +$32.1K +630 New
GTAM
495
Global Trust Asset Management
Florida
$30K
APC
496
Aspire Private Capital
North Carolina
$28K -$995K -19,526 -97%
IAS
497
IMA Advisory Services
Colorado
$28K
RG
498
Retirement Group
California
$28K +$27.9K +547 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$27K -$16.8K -329 -39%
CFG
500
Capstone Financial Group
Oklahoma
$25K +$24.7K +484 New