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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
Addison Capital
Pennsylvania
$261K – – –
FFG
527
Fiduciary Financial Group
California
$260K – – –
O3W
528
Omni 360 Wealth
New Jersey
$259K +$258K +5,070 New
GAMC
529
Garner Asset Management Corp
Texas
$258K -$169K -3,320 -40%
MLIC
530
Mandatum Life Insurance Company
Finland
$258K – – –
CTWM
531
Cherry Tree Wealth Management
Minnesota
$257K -$101K -1,984 -28%
BWP
532
Burling Wealth Partners
Illinois
$255K +$254K +5,000 New
CAS
533
Coppell Advisory Solutions
Texas
$255K +$254K +5,000 New
DLCIG
534
D.L. Carlson Investment Group
New Hampshire
$253K -$930K -18,300 -79%
WTC
535
WhitTier Trust Company
Nevada
$253K – – –
OAS
536
Optivise Advisory Services
Tennessee
$250K +$15.8K +311 +7%
SG
537
Sharper & Granite
California
$249K +$249K +4,900 New
GM
538
GeoWealth Management
Illinois
$248K -$58.8K -1,157 -19%
FDW
539
Fourth Dimension Wealth
Ohio
$248K -$229K -4,509 -48%
AG
540
Ascent Group
Virginia
$248K -$4.67M -91,859 -95%
CWP
541
CFM Wealth Partners
Texas
$247K – – –
GWMR
542
GC Wealth Management RIA
Massachusetts
$247K -$59.9K -1,179 -20%
MWM
543
Modern Wealth Management
Kansas
$246K -$44.5K -876 -15%
VHAM
544
Van Hulzen Asset Management
California
$243K -$30.5K -600 -11%
RA
545
Rockingstone Advisors
Massachusetts
$239K – – –
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$7.72K +152 +3%
AA
547
Ancora Advisors
Ohio
$239K +$762 +15 +0.3%
IWM
548
IHT Wealth Management
Illinois
$237K +$15.3K +302 +7%
EWA
549
Evolution Wealth Advisors
Florida
$234K +$233K +4,580 New
TCMP
550
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$232K +4,576 New
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