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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
476
Kraft Davis & Associates
Missouri
$307K – – –
DWM
477
Diversify Wealth Management
Utah
$306K +$815 +16 +0.3%
CCG
478
Ceeto Capital Group
Florida
$305K – – –
SAM
479
Sherman Asset Management
California
$301K +$302K +5,924 New
MA
480
Mezzasalma Advisors
New Jersey
$301K -$12.5K -246 -4%
HB
481
HTLF Bank
Colorado
$300K – – –
FFG
482
Fiduciary Financial Group
California
$298K -$6.37K -125 -2%
FAG
483
Fortitude Advisory Group
Washington
$297K -$2.95K -58 -1%
FMTCOCP
484
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$295K +$82.5K +1,620 +39%
CCM
485
Chilton Capital Management
Texas
$294K – – –
EAM
486
Evanson Asset Management
California
$292K +$293K +5,746 New
NW
487
NewEdge Wealth
Pennsylvania
$289K -$31.8K -624 -10%
NGA
488
Naples Global Advisors
Florida
$286K +$3.82K +75 +1%
GS
489
GWN Securities
Florida
$286K +$286K +5,616 New
TC
490
Trilogy Capital
California
$286K -$1.94K -38 -0.7%
PCM
491
Prelude Capital Management
New York
$283K -$1.99M -39,136 -88%
PIMG
492
Patriot Investment Management Group
Tennessee
$281K – – –
VHAM
493
Van Hulzen Asset Management
California
$280K -$1.17K -23 -0.4%
IWM
494
IHT Wealth Management
Illinois
$280K -$59.4K -1,167 -17%
FW
495
FullCircle Wealth
Texas
$273K – – –
CWA
496
Clarus Wealth Advisors
Arizona
$273K – – –
HFS
497
Haverford Financial Services
Pennsylvania
$273K +$2.29K +45 +0.8%
AG
498
Ascent Group
Virginia
$272K -$22.1K -434 -8%
CAS
499
Coppell Advisory Solutions
Texas
$272K +$102 +2 +0%
SA
500
Sovran Advisors
California
$271K +$271K +5,315 New
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