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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Triumph Capital Management
Colorado
$224K +$225K +4,438 New
CCP
552
Carmel Capital Partners
California
$220K
CT
553
Coastline Trust
Rhode Island
$216K +$217K +4,280 New
CTFG
554
Capstone Triton Financial Group
Oklahoma
$216K +$217K +4,287 New
WJWM
555
Williams Jones Wealth Management
New York
$215K
SEI Investments
556
SEI Investments
Pennsylvania
$215K +$218K +4,302 New
AAS
557
Ameritas Advisory Services
Nebraska
$211K +$211K +4,174 New
9WM
558
9258 Wealth Management
Ohio
$211K +$211K +4,177 New
LDFR
559
Lehman & Derafelo Financial Resources
Pennsylvania
$210K
FA
560
Fortis Advisors
Pennsylvania
$209K +$209K +4,137 New
HS
561
Horan Securities
United States
$208K +$6.58K +130 +3%
RWA
562
Redhawk Wealth Advisors
Minnesota
$205K -$330K -6,516 -62%
LFAS
563
Level Four Advisory Services
Texas
$205K +$205K +4,055 New
AWA
564
Amplius Wealth Advisors
Pennsylvania
$202K +$203K +4,000 New
CIP
565
Capital Insight Partners
Arizona
$200K
CT
566
Cambridge Trust
Massachusetts
$200K +$150K +2,965 +297%
BCV
567
Banque Cantonale Vaudoise
Switzerland
$177K +$56.7K +1,120 +47%
CAL
568
Capital Advisors Ltd
Ohio
$175K +$175K +3,465 New
WBC
569
West Branch Capital
Massachusetts
$174K +$101 +2 +0.1%
IFA
570
Interactive Financial Advisors
Illinois
$173K +$34.9K +689 +22%
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$172K
Citigroup
572
Citigroup
New York
$163K +$148K +2,928 +976%
EIP
573
Ellis Investment Partners
Pennsylvania
$162K +$8.56K +169 +6%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$161K -$60.6K -1,196 -27%
OHWP
575
Oak Harbor Wealth Partners
North Carolina
$147K