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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
501
NorthRock Partners
Minnesota
$264K +$2.22K +44 +0.8%
LSIA
502
LaSalle St. Investment Advisors
Illinois
$262K +$263K +5,219 New
FLA
503
Financial Life Advisors
Texas
$259K -$1.95M -38,624 -88%
IA
504
Insight Advisors
Pennsylvania
$258K +$26.6K +528 +11%
AA
505
Addison Advisors
Vermont
$258K +$52.5K +1,040 +26%
WA
506
Wealthstar Advisors
Texas
$256K -$15.6K -310 -6%
PFS
507
Prospera Financial Services
Texas
$255K -$5.5K -109 -2%
MLIC
508
Mandatum Life Insurance Company
Finland
$255K – – –
WMA
509
Wealth Management Associates
New Jersey
$254K -$5.05K -100 -2%
BCG
510
Breakwater Capital Group
New Jersey
$254K +$254K +5,041 New
SFP
511
Shepherd Financial Partners
Massachusetts
$253K -$8.83K -175 -3%
SWA
512
Stratos Wealth Advisors
Ohio
$252K +$2.98K +59 +1%
WTC
513
WhitTier Trust Company
Nevada
$249K – – –
BCM
514
Brasada Capital Management
Texas
$248K – – –
CWP
515
CFM Wealth Partners
Texas
$244K – – –
NGA
516
Naples Global Advisors
Florida
$244K +$26.5K +525 +12%
TA
517
TrueWealth Advisors
Alabama
$243K – – –
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$240K +$17.7K +350 +8%
RPC
519
Rossmore Private Capital
Connecticut
$239K -$50.5K -1,000 -17%
IAG
520
Investmark Advisory Group
Connecticut
$239K -$111K -2,202 -32%
SAM
521
Seelaus Asset Management
New Jersey
$238K -$1.01K -20 -0.4%
HFA
522
High Falls Advisors
New York
$237K -$25.3K -501 -10%
PTC
523
Private Trust Company
Ohio
$234K -$77.6K -1,537 -25%
HI
524
Horizon Investments
North Carolina
$230K +$233K +4,608 New
SWM
525
Seaside Wealth Management
California
$230K +$1.97K +39 +0.9%
19 20
21
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