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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Virtue Capital Management
Tennessee
$346K +$349K +6,928 New
MGIA
502
Moneta Group Investment Advisors
Missouri
$343K +$346K +6,871 New
HIS
503
Harvest Investment Services
Illinois
$339K +$343K +6,802 New
Vontobel Holding
504
Vontobel Holding
Switzerland
$336K +$77.1K +1,530 +29%
FPCM
505
Financial Partners Capital Management
New York
$334K -$6.04K -120 -2%
EH
506
Equitable Holdings
New York
$333K -$20.2K -401 -6%
LWM
507
Laidlaw Wealth Management
New York
$330K -$123K -2,441 -27%
DDPIC
508
Deroy & Devereaux Private Investment Counsel
Michigan
$329K
OWA
509
Outlook Wealth Advisors
Texas
$328K -$23.7K -470 -7%
KPWS
510
Kestra Private Wealth Services
Texas
$328K +$403 +8 +0.1%
NDSI
511
Newman Dignan & Sheerar Inc
Rhode Island
$325K +$302 +6 +0.1%
M&T Bank
512
M&T Bank
New York
$325K +$10.1M +201,278 New
BFC
513
Blue Fin Capital
Rhode Island
$317K +$320K +6,359 New
WWA
514
WC Walker & Associates
California
$316K -$39.6K -787 -11%
PGF
515
Plan Group Financial
Oklahoma
$314K +$317K +6,297 New
RPC
516
Rossmore Private Capital
Connecticut
$312K -$37.8K -750 -11%
D
517
Dentgroup
Louisiana
$312K +$554 +11 +0.2%
AWA
518
Artemis Wealth Advisors
New York
$311K +$50 +1 +0%
IAG
519
Investment Advisory Group
Massachusetts
$310K
PFS
520
Prospera Financial Services
Texas
$306K -$174K -3,453 -36%
JCM
521
Janney Capital Management
Pennsylvania
$305K
AC
522
Avestar Capital
New York
$303K +$305K +6,061 New
DWT
523
Dorsey & Whitney Trust
South Dakota
$300K
BPA
524
Beacon Pointe Advisors
California
$300K +$14.4K +286 +5%
EIA
525
Eldridge Investment Advisors
New Hampshire
$300K +$302K +6,000 New