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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
551
Farther Finance Advisors
California
$252K +$252K +5,016 New
BA
552
Bridge Advisory
California
$251K +$48.7K +971 +24%
WTC
553
WhitTier Trust Company
Nevada
$249K -$12.6K -250 -5%
AWG
554
Altus Wealth Group
Colorado
$249K +$248K +4,947 New
SWA
555
Stratos Wealth Advisors
Ohio
$249K -$11.3K -225 -4%
BCM
556
Brasada Capital Management
Texas
$248K – – –
CWP
557
CFM Wealth Partners
Texas
$244K – – –
TA
558
TrueWealth Advisors
Alabama
$242K -$4.17K -83 -2%
AIP
559
Ameritas Investment Partners
Nebraska
$242K +$50 +1 +0%
FIBT
560
First International Bank & Trust
North Dakota
$241K +$240K +4,785 New
BJL
561
Brighton Jones LLC
Washington
$240K +$239K +4,769 New
SAM
562
Seelaus Asset Management
New Jersey
$239K -$7.53K -150 -3%
RSWM
563
Robertson Stephens Wealth Management
California
$236K -$73.9K -1,473 -24%
JF
564
Jump Financial
Illinois
$233K +$232K +4,629 New
LSPW
565
Lake Street Private Wealth
Illinois
$232K – – –
IA
566
Insight Advisors
Pennsylvania
$232K -$13.1K -260 -5%
QPWM
567
Quadrant Private Wealth Management
Pennsylvania
$231K +$231K +4,597 New
BCI
568
Brinker Capital Investments
Pennsylvania
$231K +$230K +4,588 New
IWM
569
IHT Wealth Management
Illinois
$231K -$412K -8,198 -64%
MGIA
570
Moneta Group Investment Advisors
Missouri
$229K -$115K -2,294 -34%
LFAS
571
Level Four Advisory Services
Texas
$229K -$10K -200 -4%
SWM
572
Seaside Wealth Management
California
$229K +$2.51K +50 +1%
RWM
573
RBA Wealth Management
California
$227K +$251 +5 +0.1%
APA
574
Astoria Portfolio Advisors
New York
$226K +$225K +4,475 New
OPA
575
Old Port Advisors
Maine
$225K -$114K -2,280 -34%
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