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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
551
Interactive Financial Advisors
Illinois
$228K -$3.56K -70 -2%
CFB
552
Cullen/Frost Bankers
Texas
$225K +$48.9K +963 +28%
TPW
553
Talon Private Wealth
Florida
$225K +$224K +4,407 New
WWM
554
WJ Wealth Management
Arizona
$224K -$510K -10,047 -70%
IAG
555
Investment Advisory Group
Massachusetts
$224K -$5.08K -100 -2%
WCP
556
Wick Capital Partners
Pennsylvania
$224K +$794K +15,631 +356%
RL
557
Rogco LP
Oklahoma
$222K – – –
PIA
558
Powell Investment Advisors
Florida
$221K – – –
RWA
559
Redhawk Wealth Advisors
Minnesota
$221K +$2.59K +51 +1%
SIG
560
Spinnaker Investment Group
California
$220K -$40.3K -793 -16%
PCA
561
Peddock Capital Advisors
Massachusetts
$219K +$2.79K +55 +1%
EFG
562
Elm3 Financial Group
Georgia
$217K -$122K -2,400 -36%
WJWM
563
Williams Jones Wealth Management
New York
$217K – – –
KAS
564
KPP Advisory Services
Kentucky
$212K -$15.2K -300 -7%
EB
565
Exchange Bank
California
$208K -$16.3K -321 -7%
RAS
566
RPS Advisory Solutions
Kentucky
$208K +$207K +4,069 New
NFP
567
Narus Financial Partners
Utah
$207K +$207K +4,066 New
SWP
568
Summit Wealth Partners
Florida
$204K – – –
GWM
569
Graybill Wealth Management
Illinois
$204K -$90.2K -1,775 -31%
SPFA
570
Summit Place Financial Advisors
New Jersey
$202K -$122K -2,400 -38%
KA
571
Kovack Advisors
Florida
$201K +$201K +3,947 New
CA
572
Continuum Advisory
Idaho
$201K +$83.2K +1,637 +71%
NFSG
573
Newbridge Financial Services Group
Florida
$199K +$198K +3,907 New
CSC
574
Cove Street Capital
California
$199K +$86.4K +1,701 +77%
CAL
575
Capital Advisors Ltd
Ohio
$199K -$16.6K -327 -8%
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