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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
476
Liberty Square Wealth Partners
Pennsylvania
$365K – – –
PCS
477
Private Client Services
Kentucky
$364K +$23.9K +469 +7%
FNC
478
First National Corp
Massachusetts
$362K +$1.02K +20 +0.3%
SB
479
Strategic Blueprint
Georgia
$361K +$360K +7,066 New
SAM
480
Sherman Asset Management
California
$360K +$57.7K +1,132 +19%
APW
481
Aurora Private Wealth
New Jersey
$360K +$360K +7,053 New
CTWM
482
Cherry Tree Wealth Management
Minnesota
$359K -$40.3K -791 -10%
AIM
483
Advyzon Investment Management
Illinois
$357K +$94.3K +1,849 +36%
SAM
484
Summit Asset Management
Tennessee
$357K -$40.1K -786 -10%
AOWM
485
Alpha Omega Wealth Management
Virginia
$357K – – –
DWM
486
Diversify Wealth Management
Utah
$356K +$50.2K +984 +16%
AA
487
Armis Advisers
Georgia
$353K +$1.22K +24 +0.3%
EFG
488
Ethos Financial Group
Pennsylvania
$352K – – –
EL
489
Essex LLC
Illinois
$348K – – –
EFG
490
Elm3 Financial Group
Georgia
$340K -$5.1K -100 -1%
USCWA
491
U.S. Capital Wealth Advisors
Texas
$331K -$26.4K -517 -7%
ICMM
492
Integrated Capital Management (Michigan)
Michigan
$327K -$6.02K -118 -2%
ST
493
Smithfield Trust
Pennsylvania
$325K -$100K -1,962 -24%
BPA
494
Beacon Pointe Advisors
California
$325K +$153 +3 +0%
SPFA
495
Summit Place Financial Advisors
New Jersey
$325K -$72.4K -1,420 -18%
CIA
496
Concurrent Investment Advisors
Florida
$313K +$313K +6,138 New
DDPIC
497
Deroy & Devereaux Private Investment Counsel
Michigan
$311K – – –
UAS
498
United Asset Strategies
New York
$310K -$104K -2,044 -25%
BFO
499
Boston Family Office
Massachusetts
$308K – – –
GM
500
GeoWealth Management
Illinois
$307K +$307K +6,017 +120,340%
18 19
20
21 22