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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
501
KG&L Capital Management
Louisiana
$271K +$271K +5,320 New
MIH
502
Meitav Investment House
Israel
$267K -$46.9K -920 -15%
FPGK
503
Financial Partners Group (Kansas)
Kansas
$265K -$8.35K -164 -3%
PJSIMP
504
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$3.92K -77 -1%
CAL
505
Capital Advisors Ltd
Ohio
$263K +$1.17K +23 +0.4%
AIM
506
Advyzon Investment Management
Illinois
$262K +$262K +5,152 New
FPAS
507
Focus Partners Advisor Solutions
Missouri
$260K -$520K -10,214 -67%
SIG
508
Spinnaker Investment Group
California
$259K +$260K +5,100 New
SWM
509
Seaside Wealth Management
California
$259K +$4.68K +92 +2%
SFA
510
Sequoia Financial Advisors
Ohio
$259K -$10.1K -198 -4%
MLIC
511
Mandatum Life Insurance Company
Finland
$257K – – –
DWT
512
Dorsey & Whitney Trust
South Dakota
$254K -$50.9K -1,000 -17%
CWS
513
Cypress Wealth Services
California
$253K -$377K -7,394 -60%
IPW
514
Inlet Private Wealth
Florida
$252K -$10.2K -200 -4%
WTC
515
WhitTier Trust Company
Nevada
$252K – – –
CWP
516
CFM Wealth Partners
Texas
$247K – – –
SIC
517
Salem Investment Counselors
North Carolina
$244K – – –
PIA
518
Powell Investment Advisors
Florida
$238K – – –
IFA
519
Interactive Financial Advisors
Illinois
$234K +$4.58K +90 +2%
XT
520
XTX Topco
Cayman Islands
$233K +$234K +4,589 New
BFA
521
Beaumont Financial Advisors
Massachusetts
$233K -$17.8K -350 -7%
TA
522
TrueWealth Advisors
Alabama
$231K – – –
OC
523
Optima Capital
Oregon
$229K +$229K +4,502 New
IAG
524
Investment Advisory Group
Massachusetts
$229K – – –
SWP
525
Summit Wealth Partners
Florida
$229K – – –
19 20
21
22 23