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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
Montag & Associates
Georgia
$309K -$109K -2,169 -26%
RWM
477
Revisor Wealth Management
Ohio
$307K +$308K +6,098 New
CSB
478
City State Bank
Iowa
$305K -$15.1K -300 -5%
DWT
479
Dorsey & Whitney Trust
South Dakota
$302K – – –
GFPC
480
Global Financial Private Client
Florida
$302K +$303K +5,999 New
PPC
481
Park Place Capital
Alabama
$300K – – –
PCA
482
Peddock Capital Advisors
Massachusetts
$299K -$107K -2,116 -26%
LAM
483
LifePro Asset Management
California
$298K – – –
AHC
484
Anderson Hoagland & Co
Missouri
$297K -$28.4K -563 -9%
HFS
485
Haverford Financial Services
Pennsylvania
$292K +$6.36K +126 +2%
AWA
486
Acorn Wealth Advisors
Michigan
$290K -$1.66M -32,873 -85%
MHS
487
M Holdings Securities
Oregon
$290K -$230K -4,564 -44%
WWM
488
WJ Wealth Management
Arizona
$285K -$11.4M -225,702 -98%
BFA
489
Beaumont Financial Advisors
Massachusetts
$284K -$26.7K -529 -9%
FFS
490
Founders Financial Securities
Maryland
$284K +$284K +5,636 New
MC
491
Middleton & Co
Massachusetts
$280K -$10.8M -213,919 -97%
LWM
492
Laidlaw Wealth Management
New York
$280K -$70.3K -1,394 -20%
CWA
493
Clarus Wealth Advisors
Arizona
$278K -$3.46M -68,589 -93%
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$278K -$129K -2,563 -32%
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$275K – – –
EA
496
Efficient Advisors
Ohio
$271K +$2.27K +45 +0.8%
QCIG
497
Quad-Cities Investment Group
Iowa
$270K -$89.8K -1,779 -25%
1WA
498
180 Wealth Advisors
Washington
$270K -$35.8K -710 -12%
SPWG
499
Syntegra Private Wealth Group
Missouri
$267K -$146K -2,894 -35%
WI
500
Wintrust Investments
Illinois
$267K -$17.3K -342 -6%
18 19
20
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