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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
476
Shepherd Financial Partners
Massachusetts
$377K -$2.89K -57 -0.8%
B
477
Bailard
California
$369K -$2.28M -44,957 -86%
SAM
478
Seelaus Asset Management
New Jersey
$364K +$95.6K +1,889 +35%
CA
479
Continuum Advisory
Idaho
$363K +$364K +7,191 New
WWA
480
WC Walker & Associates
California
$359K -$6.48K -128 -2%
EH
481
Equitable Holdings
New York
$357K +$93.1K +1,839 +35%
OWA
482
Outlook Wealth Advisors
Texas
$356K -$4.35K -86 -1%
RPC
483
Rossmore Private Capital
Connecticut
$354K +$46.4K +917 +15%
GC
484
Grimes & Company
Massachusetts
$353K -$73.9K -1,459 -17%
AOWM
485
Alpha Omega Wealth Management
Virginia
$353K – – –
SWP
486
Strategic Wealth Partners
Ohio
$352K -$49.1K -970 -12%
PIA
487
Powell Investment Advisors
Florida
$350K – – –
FF
488
Friedenthal Financial
New Jersey
$348K -$153K -3,021 -30%
FPCM
489
Financial Partners Capital Management
New York
$345K – – –
OAM
490
Occidental Asset Management
California
$337K -$27.8K -550 -8%
AWA
491
Acorn Wealth Advisors
Michigan
$335K -$3.19K -63 -0.9%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K +$15.2K +300 +5%
DDPIC
493
Deroy & Devereaux Private Investment Counsel
Michigan
$333K – – –
KPWS
494
Kestra Private Wealth Services
Texas
$331K +$332K +6,560 New
NDSI
495
Newman Dignan & Sheerar Inc
Rhode Island
$329K +$101 +2 +0%
RB
496
Renasant Bank
Mississippi
$325K – – –
LGA
497
Lebenthal Global Advisors
New York
$318K -$50.6K -1,000 -14%
D
498
Dentgroup
Louisiana
$315K +$253 +5 +0.1%
AWA
499
Artemis Wealth Advisors
New York
$315K +$34.4K +679 +12%
IAG
500
Investment Advisory Group
Massachusetts
$313K +$13K +257 +4%
18 19
20
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