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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
601
Triad Wealth Partners
Kansas
$6.44K +$6.42K +126 New
PCTC
602
Perkins Coie Trust Company
Washington
$6.39K – – –
HWA
603
HHM Wealth Advisors
Tennessee
$6.13K – – –
C
604
Covestor
United Kingdom
$6K -$2.04K -40 -25%
HBW
605
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
606
Rothschild Investment LLC
Illinois
$5.52K +$5.51K +108 New
ITIM
607
Indiana Trust & Investment Management
Indiana
$5.11K -$5.1K -100 -50%
PCWA
608
Pacific Capital Wealth Advisors
California
$5.11K – – –
NEAM
609
New England Asset Management
Connecticut
$5.11K +$5.1K +100 New
MG
610
Mather Group
Illinois
$5.01K +$5K +98 New
SS
611
Sunbelt Securities
Texas
$5.01K – – –
RFS
612
Richardson Financial Services
Massachusetts
$4.45K -$1.83K -36 -29%
PWA
613
Provenance Wealth Advisors
Florida
$4.04K – – –
CPG
614
Cornerstone Planning Group
New Jersey
$3.94K -$1.53K -30 -28%
PWM
615
Provident Wealth Management
Tennessee
$3.22K – – –
QPBE
616
Quintet Private Bank (Europe)
Luxembourg
$3.18K – – –
ATS
617
Ashton Thomas Securities
New York
$3.06K +$3.06K +60 New
ARC
618
Advisor Resource Council
Texas
$2.06K -$86.7K -1,700 -7%
TRCT
619
Tower Research Capital (TRC)
New York
$1.38K +$1.38K +27 New
GFPC
620
Global Financial Private Client
Florida
$1.33K – – –
CIM
621
Contravisory Investment Management
Massachusetts
$1.28K – – –
KFI
622
Key Financial Inc
Pennsylvania
$971 – – –
IHWM
623
Iron Horse Wealth Management
Iowa
$250 – – –
BMC
624
Bear Mountain Capital
Washington
$204 – – –
AWM
625
Atticus Wealth Management
Florida
$59 – – –
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25
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