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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
501
M&T Bank
New York
$326K -$94.7K -1,865 -23%
DDPIC
502
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
BPA
503
Beacon Pointe Advisors
California
$311K -$13.8K -272 -4%
BFO
504
Boston Family Office
Massachusetts
$308K
WPW
505
Waldron Private Wealth
Pennsylvania
$304K +$303K +5,962 New
TC
506
Trilogy Capital
California
$303K -$3.91K -77 -1%
FAG
507
Fortitude Advisory Group
Washington
$302K +$21.6K +425 +8%
HCA
508
Heck Capital Advisors
Wisconsin
$301K -$2.32M -45,745 -89%
EAM
509
Evanson Asset Management
California
$299K +$3.66K +72 +1%
BCG
510
Breakwater Capital Group
New Jersey
$298K -$219K -4,314 -42%
T
511
Tidemark
California
$298K
MCC
512
Money Concepts Capital
Florida
$295K +$62.5K +1,230 +27%
YDMI
513
Y.D. More Investments
Israel
$294K +$25.4K +500 +2%
UAS
514
United Asset Strategies
New York
$291K -$18.3K -361 -6%
EBA
515
Eagle Bay Advisors
New York
$289K -$77.3K -1,522 -21%
NGA
516
Naples Global Advisors
Florida
$286K -$5.08K -100 -2%
CCM
517
Chilton Capital Management
Texas
$284K -$10.7K -210 -4%
PIMG
518
Patriot Investment Management Group
Tennessee
$282K
CAM
519
Cresset Asset Management
Illinois
$281K -$1.91M -37,671 -87%
MA
520
Mezzasalma Advisors
New Jersey
$279K
EL
521
Essex LLC
Illinois
$279K -$68.8K -1,355 -20%
SCI
522
Stableford Capital II
Arizona
$275K
FW
523
FullCircle Wealth
Texas
$273K
LA
524
Lifeworks Advisors
Michigan
$272K +$271K +5,335 New
NHC
525
Nicholas Hoffman & Company
Georgia
$263K