We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
501
Powell Investment Advisors
Florida
$348K – – –
CIA
502
Compass Ion Advisors
Pennsylvania
$346K -$209K -4,156 -38%
VCM
503
Virtue Capital Management
Tennessee
$346K -$2.21K -44 -0.6%
MGIA
504
Moneta Group Investment Advisors
Missouri
$343K -$2.41K -48 -0.7%
CWM
505
Congress Wealth Management
Massachusetts
$342K +$342K +6,803 New
OPA
506
Old Port Advisors
Maine
$339K -$159K -3,158 -32%
FPCM
507
Financial Partners Capital Management
New York
$337K – – –
CT
508
Caldwell Trust
Florida
$333K -$98.4K -1,960 -23%
EWA
509
EverSource Wealth Advisors
Alabama
$333K +$332K +6,615 New
NFP
510
Narus Financial Partners
Utah
$333K -$45.2K -900 -12%
DP
511
Divergent Planning
Maryland
$332K +$331K +6,596 New
NDSI
512
Newman Dignan & Sheerar Inc
Rhode Island
$328K +$753 +15 +0.2%
BWP
513
Balboa Wealth Partners
Arizona
$328K +$327K +6,517 New
HIS
514
Harvest Investment Services
Illinois
$327K -$14.7K -292 -4%
DDPIC
515
Deroy & Devereaux Private Investment Counsel
Michigan
$327K -$5.02K -100 -2%
AWM
516
Accurate Wealth Management
Florida
$324K +$327K +6,520 New
SWM
517
Sanctuary Wealth Management
Idaho
$322K +$321K +6,400 New
IP
518
Ignite Planners
California
$320K -$85.3K -1,698 -21%
OWA
519
Outlook Wealth Advisors
Texas
$317K -$14K -279 -4%
D
520
Dentgroup
Louisiana
$316K +$2.21K +44 +0.7%
KF
521
Krilogy Financial
Missouri
$314K +$71.6K +1,425 +30%
ACIM
522
Azimuth Capital Investment Management
Michigan
$313K +$25.6K +510 +9%
CA
523
Continuum Advisory
Idaho
$312K -$39K -777 -11%
IAG
524
Investment Advisory Group
Massachusetts
$312K – – –
RSWM
525
Robertson Stephens Wealth Management
California
$309K -$429K -8,551 -58%
19 20
21
22 23