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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Meridian Wealth Management
Kentucky
$280K +$280K +5,490 New
ESB
502
Essex Savings Bank
Connecticut
$276K +$276K +5,410 New
CIA
503
Concurrent Investment Advisors
Florida
$276K -$80.9K -1,588 -23%
AG
504
Ascent Group
Virginia
$275K +$27.3K +536 +11%
MA
505
Mezzasalma Advisors
New Jersey
$272K -$7.95K -156 -3%
YDMI
506
Y.D. More Investments
Israel
$269K -$25.5K -500 -2%
PRI
507
Prepared Retirement Institute
Pennsylvania
$267K -$103K -2,012 -28%
FW
508
FullCircle Wealth
Texas
$267K -$5.1K -100 -2%
BWG
509
Beta Wealth Group
California
$266K +$266K +5,215 New
NHC
510
Nicholas Hoffman & Company
Georgia
$263K – – –
AC
511
Addison Capital
Pennsylvania
$261K – – –
MLIC
512
Mandatum Life Insurance Company
Finland
$258K – – –
CAS
513
Coppell Advisory Solutions
Texas
$255K – – –
SG
514
Sharper & Granite
California
$255K +$4.18K +82 +2%
MCC
515
Money Concepts Capital
Florida
$253K -$42.3K -829 -14%
DLCIG
516
D.L. Carlson Investment Group
New Hampshire
$253K – – –
WTC
517
WhitTier Trust Company
Nevada
$252K – – –
O3W
518
Omni 360 Wealth
New Jersey
$251K -$7.65K -150 -3%
MHC
519
May Hill Capital
Massachusetts
$251K -$222K -4,352 -47%
RWA
520
Redhawk Wealth Advisors
Minnesota
$249K +$28.2K +553 +13%
CWP
521
CFM Wealth Partners
Texas
$248K – – –
BCG
522
Breakwater Capital Group
New Jersey
$246K -$52.7K -1,033 -18%
LA
523
Lifeworks Advisors
Michigan
$245K -$27.5K -540 -10%
RA
524
Rockingstone Advisors
Massachusetts
$239K – – –
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K – – –
19 20
21
22 23