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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
476
Atlas Private Wealth Advisors
New Jersey
$435K -$5.04K -100 -1%
HWM
477
Hohimer Wealth Management
Washington
$433K -$50.1K -995 -10%
CF
478
Cantor Fitzgerald
New York
$432K +$436K +8,659 New
CT
479
Caldwell Trust
Florida
$429K -$1.84M -36,478 -81%
BFG
480
Barber Financial Group
Kansas
$423K +$427K +8,478 New
RWM
481
Reston Wealth Management
Virginia
$418K +$422K +8,379 New
CIS
482
Continental Investors Services
Washington
$412K +$109K +2,166 +36%
AIC
483
Argus Investors Counsel
New York
$409K +$34.8K +690 +9%
IP
484
Ignite Planners
California
$403K -$27.8K -551 -6%
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$399K +$118K +2,347 +42%
WP
486
WealthShield Partners
North Carolina
$397K -$10K -199 -2%
EWA
487
Exencial Wealth Advisors
Oklahoma
$395K -$2.77K -55 -0.7%
LA
488
LexAurum Advisors
Kansas
$394K +$171K +3,403 +76%
EWA
489
Evolution Wealth Advisors
Florida
$386K
WT
490
Whittier Trust
California
$381K -$95.7K -1,900 -20%
NFP
491
Narus Financial Partners
Utah
$376K -$17.3K -344 -4%
IFG
492
Independent Financial Group
California
$375K -$51K -1,012 -12%
VAS
493
Vestmark Advisory Solutions
Massachusetts
$373K -$19.5K -388 -5%
FA
494
Fiducient Advisors
Illinois
$369K +$372K +7,384 New
SGAM
495
Stephens Group Asset Management
Arkansas
$364K -$279K -5,540 -43%
BCA
496
Bay Colony Advisors
Massachusetts
$354K -$467K -9,282 -57%
CA
497
Continuum Advisory
Idaho
$349K -$9.97K -198 -3%
AOWM
498
Alpha Omega Wealth Management
Virginia
$349K
GC
499
Grimes & Company
Massachusetts
$349K
PIA
500
Powell Investment Advisors
Florida
$346K