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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
526
Lee, Danner & Bass
Tennessee
$237K -$255K -5,000 -52%
EWA
527
Evolution Wealth Advisors
Florida
$234K – – –
VHAM
528
Van Hulzen Asset Management
California
$232K -$11.2K -220 -5%
CA
529
Continuum Advisory
Idaho
$230K +$28.9K +566 +14%
PAMG
530
Patton Albertson Miller Group
Tennessee
$230K +$229K +4,500 New
IAG
531
Investment Advisory Group
Massachusetts
$225K – – –
FFG
532
Fiduciary Financial Group
California
$222K -$38.7K -759 -15%
ACM
533
Advisors Capital Management
New Jersey
$222K +$222K +4,353 New
KF
534
Krilogy Financial
Missouri
$222K +$222K +4,358 New
OAS
535
Optivise Advisory Services
Tennessee
$222K -$28.2K -553 -11%
TCMP
536
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$12.1K -238 -5%
PIA
537
Powell Investment Advisors
Florida
$222K – – –
SIG
538
Spinnaker Investment Group
California
$220K – – –
PCA
539
Peddock Capital Advisors
Massachusetts
$220K – – –
NFP
540
Narus Financial Partners
Utah
$218K +$10.6K +207 +5%
WJWM
541
Williams Jones Wealth Management
New York
$217K – – –
FFS
542
Founders Financial Securities
Maryland
$215K -$460K -9,020 -68%
XT
543
XTX Topco
Cayman Islands
$212K -$295K -5,795 -58%
CCP
544
Carmel Capital Partners
California
$211K -$5.07M -99,463 -96%
EB
545
Exchange Bank
California
$208K – – –
RL
546
Rogco LP
Oklahoma
$207K -$14.7K -288 -7%
SWP
547
Summit Wealth Partners
Florida
$205K – – –
NWM
548
Northcape Wealth Management
New York
$204K +$204K +4,000 New
HWM
549
HB Wealth Management
Georgia
$204K +$204K +3,995 New
CAL
550
Capital Advisors Ltd
Ohio
$203K +$3.01K +59 +2%
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