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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
526
GFS Advisors
Texas
$288K +$183K +3,600 New
SAM
527
Sherman Asset Management
California
$287K -$235K -4,613 -45%
CIS
528
Continental Investors Services
Washington
$284K +$7.39K +145 +3%
ICMM
529
Integrated Capital Management (Michigan)
Michigan
$284K -$42.4K -832 -13%
CAM
530
Cresset Asset Management
Illinois
$281K – – –
VHAM
531
Van Hulzen Asset Management
California
$279K +$51.8K +1,016 +23%
AA
532
Ancora Advisors
Ohio
$275K +$662 +13 +0.2%
GM
533
GeoWealth Management
Illinois
$271K -$69.5K -1,365 -20%
NGA
534
Naples Global Advisors
Florida
$270K +$10.2K +200 +4%
KWS
535
Keystone Wealth Services
California
$269K -$15.2K -299 -5%
TCMP
536
Thrive Capital Management (Pennsylvania)
Pennsylvania
$268K +$43.6K +855 +19%
SAFS
537
S&A Financial Services
Kansas
$264K +$2.6K +51 +1%
ESB
538
Essex Savings Bank
Connecticut
$264K – – –
MA
539
Mezzasalma Advisors
New Jersey
$263K – – –
MLIC
540
Mandatum Life Insurance Company
Finland
$258K – – –
BFS
541
BridgePort Financial Solutions
Iowa
$258K – – –
SWP
542
Summit Wealth Partners
Florida
$257K -$4.58K -90 -2%
AIM
543
Alhambra Investment Management
Florida
$257K +$15.4K +302 +6%
ACA
544
Aptus Capital Advisors
Alabama
$256K +$151K +2,964 +144%
MWM
545
Mascagni Wealth Management
Mississippi
$256K -$63.7K -1,250 -20%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K -$10.2K -200 -4%
MWM
547
Meridian Wealth Management
Kentucky
$253K -$5.96K -117 -2%
PCP
548
Proficio Capital Partners
Massachusetts
$252K -$17.2M -338,379 -99%
BFO
549
Boston Family Office
Massachusetts
$248K – – –
GT
550
GreatBanc Trust
Illinois
$248K -$11.5K -225 -4%
20 21
22
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