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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
501
GC Wealth Management RIA
Massachusetts
$307K +$307K +6,017 New
TC
502
Trilogy Capital
California
$307K +$20.2K +397 +7%
CCG
503
Ceeto Capital Group
Florida
$306K – – –
KJHP
504
K.J. Harrison & Partners
Ontario, Canada
$303K +$302K +5,928 New
T
505
Tidemark
California
$299K -$9.99K -196 -3%
EAM
506
Evanson Asset Management
California
$296K +$2.24K +44 +0.8%
GWM
507
Graybill Wealth Management
Illinois
$295K +$294K +5,775 New
CCM
508
Chilton Capital Management
Texas
$295K – – –
NGA
509
Naples Global Advisors
Florida
$291K +$3.82K +75 +1%
MWM
510
Modern Wealth Management
Kansas
$291K +$290K +5,693 New
RFM
511
Royal Fund Management
Florida
$284K -$54K -1,060 -16%
PIMG
512
Patriot Investment Management Group
Tennessee
$282K – – –
MA
513
Mezzasalma Advisors
New Jersey
$280K -$22.5K -441 -7%
FAG
514
Fortitude Advisory Group
Washington
$279K -$17K -334 -6%
VHAM
515
Van Hulzen Asset Management
California
$274K -$7.6K -149 -3%
SCI
516
Stableford Capital II
Arizona
$274K +$275K +5,391 New
MWP
517
Moller Wealth Partners
$273K +$273K +5,350 New
FW
518
FullCircle Wealth
Texas
$273K – – –
YDMI
519
Y.D. More Investments
Israel
$269K +$108K +2,110 +10%
NHC
520
Nicholas Hoffman & Company
Georgia
$263K +$263K +5,156 New
SWM
521
Seaside Wealth Management
California
$262K +$1.94K +38 +0.7%
AC
522
Addison Capital
Pennsylvania
$261K +$260K +5,109 New
SIG
523
Spinnaker Investment Group
California
$260K – – –
MLIC
524
Mandatum Life Insurance Company
Finland
$258K – – –
FFG
525
Fiduciary Financial Group
California
$257K -$37.1K -727 -12%
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