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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
576
Williams Jones Wealth Management
New York
$214K
CTFG
577
Capstone Triton Financial Group
Oklahoma
$210K -$15.1K -300 -7%
BBNA
578
Bremer Bank National Association
Minnesota
$210K
GF
579
Gries Financial
Ohio
$210K +$210K +4,180 New
IF
580
Intrua Financial
Texas
$209K -$4.77K -95 -2%
FA
581
Fortis Advisors
Pennsylvania
$208K
LDFR
582
Lehman & Derafelo Financial Resources
Pennsylvania
$208K
LWP
583
Legacy Wealth Planning
Nevada
$207K -$195K -3,882 -76%
SWP
584
Strategic Wealth Partners
Ohio
$206K
AGP
585
Autumn Glory Partners
Texas
$203K
ACK
586
Andrew C. Karlinski
$202K -$92.2K -1,836 -31%
BA
587
Bridge Advisory
California
$202K +$202K +4,015 New
CWA
588
Clearview Wealth Advisors
Oregon
$201K
Fidelity Investments
589
Fidelity Investments
Massachusetts
$199K -$74.4M -1,481,150 -100%
CT
590
Cambridge Trust
Massachusetts
$199K
BCV
591
Banque Cantonale Vaudoise
Switzerland
$186K
AA
592
Ancora Advisors
Ohio
$185K +$201 +4 +0.1%
AIP
593
Almanack Investment Partners
Pennsylvania
$176K +$176K +3,510 New
CAL
594
Capital Advisors Ltd
Ohio
$175K +$552 +11 +0.3%
WBC
595
West Branch Capital
Massachusetts
$174K +$603 +12 +0.3%
IFA
596
Interactive Financial Advisors
Illinois
$174K +$11.1K +222 +7%
IAIM
597
Industrial Alliance Investment Management
Quebec, Canada
$171K -$465K -9,268 -73%
CFD
598
Creative Financial Designs
Indiana
$152K +$653 +13 +0.4%
FRA
599
Front Row Advisors
California
$149K -$100K -2,000 -40%
OHWP
600
Oak Harbor Wealth Partners
North Carolina
$141K