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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
501
GeoWealth Management
Illinois
$307K +$307K +6,017 +120,340%
GWMR
502
GC Wealth Management RIA
Massachusetts
$307K +$307K +6,017 New
TC
503
Trilogy Capital
California
$307K +$20.2K +397 +7%
CCG
504
Ceeto Capital Group
Florida
$306K – – –
KJHP
505
K.J. Harrison & Partners
Ontario, Canada
$303K +$302K +5,928 New
T
506
Tidemark
California
$299K -$9.99K -196 -3%
EAM
507
Evanson Asset Management
California
$296K +$2.24K +44 +0.8%
GWM
508
Graybill Wealth Management
Illinois
$295K +$294K +5,775 New
Chilton Capital Management
509
Chilton Capital Management
Texas
$295K – – –
NGA
510
Naples Global Advisors
Florida
$291K +$3.82K +75 +1%
Modern Wealth Management
511
Modern Wealth Management
Kansas
$291K +$290K +5,693 New
RFM
512
Royal Fund Management
Florida
$284K -$54K -1,060 -16%
PIMG
513
Patriot Investment Management Group
Tennessee
$282K – – –
MA
514
Mezzasalma Advisors
New Jersey
$280K -$22.5K -441 -7%
FAG
515
Fortitude Advisory Group
Washington
$279K -$17K -334 -6%
VHAM
516
Van Hulzen Asset Management
California
$274K -$7.6K -149 -3%
SCI
517
Stableford Capital II
Arizona
$274K +$275K +5,391 New
MWP
518
Moller Wealth Partners
$273K +$273K +5,350 New
FW
519
FullCircle Wealth
Texas
$273K – – –
Y.D. More Investments
520
Y.D. More Investments
Israel
$269K +$108K +2,110 +10%
Nicholas Hoffman & Company
521
Nicholas Hoffman & Company
Georgia
$263K +$263K +5,156 New
SWM
522
Seaside Wealth Management
California
$262K +$1.94K +38 +0.7%
AC
523
Addison Capital
Pennsylvania
$261K +$260K +5,109 New
SIG
524
Spinnaker Investment Group
California
$260K – – –
MLIC
525
Mandatum Life Insurance Company
Finland
$258K – – –