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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
501
Essex Savings Bank
Connecticut
$275K – – –
MCC
502
Money Concepts Capital
Florida
$275K +$23K +452 +9%
UBP
503
Union Bancaire Privee
Switzerland
$274K +$288K +5,651 New
AA
504
Ancora Advisors
Ohio
$273K -$9.22K -181 -3%
HI
505
Horizon Investments
North Carolina
$271K +$84.4K +1,657 +45%
MA
506
Mezzasalma Advisors
New Jersey
$271K – – –
GWM
507
Geneos Wealth Management
Colorado
$269K -$10.5K -206 -4%
UAS
508
United Asset Strategies
New York
$267K -$25K -490 -9%
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$25.5K +500 +11%
PGWM
510
Parisi Gray Wealth Management
New Jersey
$262K +$262K +5,148 New
BCG
511
Breakwater Capital Group
New Jersey
$262K +$16.9K +331 +7%
NGA
512
Naples Global Advisors
Florida
$258K -$29.3K -575 -10%
MWM
513
Meridian Wealth Management
Kentucky
$258K -$21K -412 -8%
GAMC
514
Garner Asset Management Corp
Texas
$257K -$163K -3,200 -39%
MLIC
515
Mandatum Life Insurance Company
Finland
$257K – – –
CAS
516
Coppell Advisory Solutions
Texas
$254K – – –
WTC
517
WhitTier Trust Company
Nevada
$252K – – –
PG
518
Patten Group
Tennessee
$251K -$74.1K -1,454 -23%
YDMI
519
Y.D. More Investments
Israel
$248K -$20.4K -400 -2%
CWP
520
CFM Wealth Partners
Texas
$247K – – –
CA
521
Continuum Advisory
Idaho
$239K +$9.58K +188 +4%
LDB
522
Lee, Danner & Bass
Tennessee
$236K – – –
EWA
523
Evolution Wealth Advisors
Florida
$233K – – –
VHAM
524
Van Hulzen Asset Management
California
$231K – – –
PAMG
525
Patton Albertson Miller Group
Tennessee
$229K – – –
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