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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
476
Hobbs Group Advisors
South Carolina
$383K -$301K -5,929 -44%
FFA
477
Fortune Financial Advisors
Kansas
$380K – – –
CFIA
478
Cantor Fitzgerald Investment Advisors
New York
$379K -$5.18K -102 -1%
MM
479
Meridian Management
Arkansas
$379K – – –
LWM
480
Liberty Wealth Management
California
$371K -$369K -7,271 -50%
MWM
481
Mascagni Wealth Management
Mississippi
$370K – – –
PRI
482
Prepared Retirement Institute
Pennsylvania
$370K -$163K -3,209 -31%
LSWP
483
Liberty Square Wealth Partners
Pennsylvania
$364K – – –
APW
484
Aurora Private Wealth
New Jersey
$362K +$2.18K +43 +0.6%
SAM
485
Sherman Asset Management
California
$361K +$1.32K +26 +0.4%
NS
486
NBC Securities
Alabama
$359K +$105K +2,072 +42%
STA
487
Smith Thornton Advisors
Alabama
$358K -$100K -1,975 -22%
AOWM
488
Alpha Omega Wealth Management
Virginia
$357K – – –
CIA
489
Concurrent Investment Advisors
Florida
$356K +$42.8K +843 +14%
BSG
490
Black Swift Group
Colorado
$356K -$298K -5,860 -46%
KWS
491
Keystone Wealth Services
California
$355K -$102K -2,009 -22%
PG
492
Patten Group
Tennessee
$354K -$307K -6,041 -47%
AA
493
Armis Advisers
Georgia
$354K +$1.88K +37 +0.5%
PVI
494
Pine Valley Investments
New Jersey
$351K -$297K -5,842 -46%
HI
495
Horizon Investments
North Carolina
$350K +$259K +5,098 +279%
SAM
496
Summit Asset Management
Tennessee
$343K -$14.2K -279 -4%
GS
497
GTS Securities
Florida
$339K +$337K +6,636 New
COCM
498
Charter Oak Capital Management
New Hampshire
$337K -$160K -3,140 -32%
USCWA
499
U.S. Capital Wealth Advisors
Texas
$331K – – –
ICMM
500
Integrated Capital Management (Michigan)
Michigan
$327K +$965 +19 +0.3%
18 19
20
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