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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$168K -$603K -11,923 -78%
FAM
527
Family Asset Management
South Carolina
$166K -$30.3K -599 -15%
CAL
528
Capital Analysts LLC
Pennsylvania
$149K -$3.03K -60 -2%
RFA
529
Resurgent Financial Advisors
Georgia
$148K -$8.69K -172 -6%
OHWP
530
Oak Harbor Wealth Partners
North Carolina
$142K
FRA
531
Front Row Advisors
California
$131K -$3.74K -74 -3%
WBC
532
West Branch Capital
Massachusetts
$127K +$1.77K +35 +1%
AIP
533
Ameritas Investment Partners
Nebraska
$126K
WIM
534
Westside Investment Management
California
$120K
CT
535
Caldwell Trust
Florida
$118K -$40.4K -800 -26%
PPWM
536
PFG Private Wealth Management
Florida
$117K -$6.01K -119 -5%
Fidelity Investments
537
Fidelity Investments
Massachusetts
$112K -$70.2K -1,390 -39%
BONH
538
Bank of New Hampshire
New Hampshire
$104K
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$102K
DJSG
540
D.J. St. Germain
Massachusetts
$101K +$101K +1,992 New
IGWM
541
ICA Group Wealth Management
Colorado
$94.6K +$94.1K +1,861 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$90.2K
SWM
543
Sanctuary Wealth Management
Idaho
$88K +$87.5K +1,731 New
PIAS
544
PCA Investment Advisory Services
Ohio
$84.2K +$83.7K +1,656 New
BWA
545
BDO Wealth Advisors
Florida
$73.1K
GEA
546
Glen Eagle Advisors
New Jersey
$70.9K +$505 +10 +0.7%
AWM
547
Atticus Wealth Management
Florida
$68.8K -$99.2K -1,962 -59%
LSA
548
Lansing Street Advisors
Pennsylvania
$65.9K -$502K -9,930 -88%
ACA
549
Atlas Capital Advisors
Wyoming
$65.3K +$64.9K +1,285 New
LFG
550
Larson Financial Group
Missouri
$64.1K +$63.7K +1,261 New