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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
501
Keystone Wealth Services
California
$284K -$16.4K -323 -5%
CAM
502
Cresset Asset Management
Illinois
$280K – – –
CIS
503
Continental Investors Services
Washington
$277K -$1.07K -21 -0.4%
NIWA
504
New Insight Wealth Advisors
California
$275K -$154K -3,021 -36%
AA
505
Ancora Advisors
Ohio
$273K +$407 +8 +0.1%
UAS
506
United Asset Strategies
New York
$271K +$3.56K +70 +1%
YDMI
507
Y.D. More Investments
Israel
$267K +$347K +6,809 +30%
RF
508
Rossby Financial
Florida
$266K +$87.2K +1,713 +49%
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K – – –
ESB
510
Essex Savings Bank
Connecticut
$263K -$12.5K -245 -5%
MA
511
Mezzasalma Advisors
New Jersey
$262K -$8.96K -176 -3%
SAFS
512
S&A Financial Services
Kansas
$261K +$261K +5,123 New
SWP
513
Summit Wealth Partners
Florida
$261K +$56.6K +1,112 +28%
NGA
514
Naples Global Advisors
Florida
$259K – – –
MWM
515
Meridian Wealth Management
Kentucky
$259K – – –
GT
516
GreatBanc Trust
Illinois
$259K -$87.1K -1,710 -25%
VWA
517
Visionary Wealth Advisors
Illinois
$258K +$258K +5,072 New
MLIC
518
Mandatum Life Insurance Company
Finland
$258K – – –
BFS
519
BridgePort Financial Solutions
Iowa
$258K -$98.8K -1,940 -28%
EPI
520
Eddie Patel Inc
Illinois
$252K +$252K +4,951 New
WTC
521
WhitTier Trust Company
Nevada
$251K – – –
CWP
522
CFM Wealth Partners
Texas
$247K – – –
BFO
523
Boston Family Office
Massachusetts
$247K -$60.3K -1,185 -20%
MM
524
Meridian Management
Arkansas
$244K -$135K -2,645 -36%
AIM
525
Alhambra Investment Management
Florida
$241K +$241K +4,725 New
19 20
21
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