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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Wealthstar Advisors
Texas
$253K – – –
FRA
552
Front Row Advisors
California
$248K – – –
CL
553
CPWM LLC
Washington
$248K +$2.52K +50 +1%
IA
554
Insight Advisors
Pennsylvania
$247K -$288K -5,725 -54%
OAM
555
Occidental Asset Management
California
$247K -$86.8K -1,723 -26%
CWP
556
CFM Wealth Partners
Texas
$242K – – –
SAS
557
Sanford Advisory Services
Michigan
$241K +$243K +4,827 New
KF
558
Krilogy Financial
Missouri
$240K -$17.9K -355 -7%
TA
559
TrueWealth Advisors
Alabama
$240K -$3.93K -78 -2%
LSPW
560
Lake Street Private Wealth
Illinois
$240K +$242K +4,804 New
NCM
561
Noesis Capital Mangement
Florida
$239K – – –
CI
562
CX Institutional
Indiana
$238K -$37.2K -739 -13%
SFS
563
Security Financial Services
Indiana
$238K +$240K +4,763 New
CIM
564
Confluence Investment Management
Missouri
$237K – – –
EA
565
Efficient Advisors
Ohio
$237K +$6.04K +120 +3%
SPF
566
Steven Patrick Farmer
$237K +$239K +4,755 New
ATPW
567
Ashton Thomas Private Wealth
Arizona
$232K +$234K +4,648 New
CT
568
Coastline Trust
Rhode Island
$229K +$15.4K +306 +7%
WAM
569
Weatherly Asset Management
California
$228K -$227K -4,500 -50%
RWM
570
RBA Wealth Management
California
$225K -$6.14K -122 -3%
CTFG
571
Capstone Triton Financial Group
Oklahoma
$225K +$9.87K +196 +5%
SSWM
572
Smith Salley Wealth Management
North Carolina
$224K -$1.01K -20 -0.4%
SWM
573
Seaside Wealth Management
California
$224K +$225K +4,463 New
LFAS
574
Level Four Advisory Services
Texas
$223K +$21K +416 +10%
ESB
575
Essex Savings Bank
Connecticut
$221K +$223K +4,429 New
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