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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
526
Global Financial Private Client
Florida
$5.7K +$5.71K +112 New
VFA
527
Valeo Financial Advisors
Indiana
$5K -$150K -2,953 -97%
ClearBridge Investments
528
ClearBridge Investments
New York
$5K
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5.04K +99 New
PFSC
530
Peoples Financial Services Corp
Pennsylvania
$4K
DY
531
Dowling & Yahnke
California
$4K +$3.77K +74 New
EWM
532
EPG Wealth Management
Georgia
$4K +$3.82K +75 New
BL
533
Balentine LLC
Georgia
$3K
KPW
534
Kore Private Wealth
New York
$2K +$1.78K +35 New
LAS
535
Lloyd Advisory Services
Georgia
$2K +$1.78K +35 New
JCM
536
Jacobi Capital Management
Pennsylvania
$1K
SHWM
537
Silicon Hills Wealth Management
Texas
$8 +$51 +1 New
PI
538
PineBridge Investments
New York
-$15.6M -305,600 Closed
CS
539
Credit Suisse
Switzerland
-$6.25M -122,693 Closed
Axa
540
Axa
France
-$4.99M -97,870 Closed
ACA
541
Ackerman Capital Advisors
Texas
-$1.98M -38,805 Closed
AP
542
Advisors Preferred
Maryland
-$1.96M -38,500 Closed
BPCE
543
Bank Pictet & Cie (Europe)
Germany
-$1.3M -25,422 Closed
M&T Bank
544
M&T Bank
New York
-$1.05M -20,676 Closed
LA
545
LVW Advisors
New York
-$922K -18,088 Closed
CHP
546
Cable Hill Partners
Oregon
-$872K -17,100 Closed
PCIA
547
Prime Capital Investment Advisors
Kansas
-$871K -17,080 Closed
VF
548
Virtu Financial
New York
-$682K -13,383 Closed
NFP
549
Narus Financial Partners
Utah
-$678K -13,310 Closed
JWS
550
Juncture Wealth Strategies
Arizona
-$607K -11,912 Closed