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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
526
Ironwood Wealth Management (West Virginia)
West Virginia
$5K
IWP
527
IAG Wealth Partners
Wisconsin
$5K +$4.01K +79 New
SWM
528
Selective Wealth Management
Virginia
$5K +$4.93K +97 New
TAM
529
Tucker Asset Management
Colorado
$4.07K
IAS
530
IMA Advisory Services
Colorado
$4K -$3.4K -67 -45%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$4K
FCB
532
First Command Bank
Texas
$4K
FCFS
533
First Command Financial Services
Texas
$4K
WT
534
Washington Trust
Rhode Island
$2K
SWA
535
Sutton Wealth Advisors
Florida
$1.63K
BWM
536
Baystate Wealth Management
Massachusetts
$1K -$2.08K -41 -69%
KFI
537
Key Financial Inc
Pennsylvania
$1K
MIM
538
MTM Investment Management
South Carolina
$1K
TC
539
Truvestments Capital
Florida
$1K
WIM
540
Westside Investment Management
California
$119
ED
541
Exane Derivatives
France
$51
Citadel Advisors
542
Citadel Advisors
Florida
-$12.3M -242,893 Closed
MWM
543
Mattern Wealth Management
Kansas
-$6.06M -119,320 Closed
PCMM
544
Piedmont Capital Management (Montana)
Montana
-$4.5M -88,676 Closed
CC
545
Cypress Capital
Tennessee
-$1.41M -27,659 Closed
ACM
546
Ascendant Capital Management
California
-$1.02M -20,000 Closed
IC
547
Inscription Capital
Texas
-$949K -18,686 Closed
GF
548
Gries Financial
Ohio
-$913K -17,988 Closed
CT
549
Coastline Trust
Rhode Island
-$741K -14,600 Closed
CWA
550
Centennial Wealth Advisory
Michigan
-$611K -12,028 Closed