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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
501
Azimuth Capital Investment Management
Michigan
$337K +$22.8K +455 +7%
SAM
502
Summit Asset Management
Tennessee
$336K -$1.38M -27,439 -80%
NDSI
503
Newman Dignan & Sheerar Inc
Rhode Island
$331K +$2.26K +45 +0.7%
GA
504
GFS Advisors
Texas
$330K -$20.1K -400 -6%
VHAM
505
Van Hulzen Asset Management
California
$330K +$329K +6,555 New
FH
506
FWG Holdings
Florida
$327K +$327K +6,505 New
FPCM
507
Financial Partners Capital Management
New York
$327K -$10K -200 -3%
DDPIC
508
Deroy & Devereaux Private Investment Counsel
Michigan
$327K – – –
AHC
509
Anderson Hoagland & Co
Missouri
$326K -$771K -15,358 -70%
ATC
510
Argent Trust Co
Tennessee
$321K +$320K +6,375 New
D
511
Dentgroup
Louisiana
$320K +$3.51K +70 +1%
CSB
512
City State Bank
Iowa
$320K +$310K +6,170 +3,428%
KF
513
Krilogy Financial
Missouri
$317K +$2.96K +59 +0.9%
CS
514
Credit Suisse
Switzerland
$317K -$336K -6,692 -52%
BWP
515
Balboa Wealth Partners
Arizona
$317K -$11.1K -221 -3%
IAG
516
Investment Advisory Group
Massachusetts
$312K – – –
PTC
517
Private Trust Company
Ohio
$311K -$744K -14,813 -71%
BFA
518
Beaumont Financial Advisors
Massachusetts
$311K +$310K +6,173 New
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$309K +$89.8K +1,789 +41%
1WA
520
180 Wealth Advisors
Washington
$307K -$234K -4,660 -43%
PPWM
521
PFG Private Wealth Management
Florida
$306K -$2.41K -48 -0.8%
BFS
522
Bickling Financial Services
Massachusetts
$304K +$52.3K +1,042 +21%
DWT
523
Dorsey & Whitney Trust
South Dakota
$302K – – –
KDA
524
Kraft Davis & Associates
Missouri
$301K +$298K +5,939 New
PPC
525
Park Place Capital
Alabama
$299K +$299K +5,947 New
19 20
21
22 23