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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
501
Traverso Chambers Private Wealth Management
California
-$1.31M -25,753 Closed
MLM
502
Mount Lucas Management
Pennsylvania
-$1.29M -25,263 Closed
GJIC
503
Gamble Jones Investment Counsel
California
-$1.23M -24,241 Closed
GVAG
504
Great Valley Advisor Group
Delaware
-$1.23M -24,150 Closed
SG
505
StoneX Group
New York
-$958K -18,821 Closed
SPL
506
Smart Portfolios LLC
Washington
-$909K -17,850 Closed
BCM
507
Brookstone Capital Management
Illinois
-$878K -17,237 Closed
DWM
508
Dakota Wealth Management
Florida
-$846K -16,606 Closed
PFA
509
Plotkin Financial Advisors
Maryland
-$824K -16,183 Closed
MFG
510
Magnus Financial Group
New York
-$805K -15,805 Closed
QFA
511
Quattro Financial Advisors
Texas
-$758K -14,864 Closed
FPCP
512
Fort Point Capital Partners
California
-$687K -13,487 Closed
BAM
513
Bruderman Asset Management
New York
-$684K -13,438 Closed
ST
514
Spinnaker Trust
Maine
-$601K -11,815 Closed
MG
515
Mather Group
Illinois
-$592K -11,621 Closed
SCI
516
Stableford Capital II
Arizona
-$512K -10,056 Closed
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
-$441K -8,665 Closed
PA
518
Pinnacle Associates
New York
-$439K -8,626 Closed
PF
519
Phoenix Financial
Israel
-$433K -8,549 Closed
WWM
520
WJ Wealth Management
Arizona
-$416K -8,172 Closed
CWM
521
Connecticut Wealth Management
Connecticut
-$414K -8,124 Closed
PP
522
Paloma Partners
Connecticut
-$410K -8,046 Closed
EB
523
Eastern Bank
Massachusetts
-$347K -6,829 Closed
CWP
524
Capital Wealth Planning
Florida
-$346K -6,803 Closed
LFASL
525
Lugano Financial Advisors SA (LFA)
Switzerland
-$331K -6,500 Closed