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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Summit Wealth Partners
Florida
$213K – – –
PPC
502
Park Place Capital
Alabama
$212K -$20.4K -400 -9%
LWANC
503
Laurel Wealth Advisors (North Carolina)
North Carolina
$210K – – –
RB
504
Renasant Bank
Mississippi
$208K – – –
ML
505
McAdam LLC
Pennsylvania
$206K -$79.7K -1,566 -28%
PA
506
Parallel Advisors
California
$205K -$31.4K -617 -13%
UL
507
Unionview LLC
Washington
$205K -$25.6K -503 -11%
AA
508
Ancora Advisors
Ohio
$205K +$10.6K +209 +5%
PWP
509
Private Wealth Partners
California
$204K -$560K -11,000 -73%
WA
510
Waverly Advisors
Alabama
$202K +$202K +3,965 New
SEP
511
Southland Equity Partners
Missouri
$201K -$11.8K -231 -6%
CA
512
Crane Advisory
California
$200K +$200K +3,936 New
CAL
513
Capital Advisors Ltd
Ohio
$196K +$1.27K +25 +0.7%
HI
514
Horizon Investments
North Carolina
$193K +$148K +2,908 +322%
CFGS
515
Concourse Financial Group Securities
Alabama
$189K +$14K +275 +8%
FMTCOCP
516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K +$109K +2,141 +152%
HCA
517
Heck Capital Advisors
Wisconsin
$180K +$1.73K +34 +1%
YDMI
518
Y.D. More Investments
Israel
$171K – – –
AGWCA
519
Annis Gardner Whiting Capital Advisors
Florida
$166K +$165K +3,243 New
S
520
Sachetta
Massachusetts
$157K – – –
TWC
521
TD Waterhouse Canada
Ontario, Canada
$157K -$502K -9,858 -76%
CFD
522
Creative Financial Designs
Indiana
$136K -$165K -3,237 -55%
ACA
523
Aptus Capital Advisors
Alabama
$127K +$125K +2,460 +10,696%
CA
524
Continuum Advisory
Idaho
$123K -$113K -2,213 -48%
WIM
525
Westside Investment Management
California
$120K – – –
19 20
21
22 23