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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
601
Contravisory Investment Management
Massachusetts
$1.28K
KFI
602
Key Financial Inc
Pennsylvania
$970
GM
603
GeoWealth Management
Illinois
$255 -$5.65M -110,897 -100%
IHWM
604
Iron Horse Wealth Management
Iowa
$253
BMC
605
Bear Mountain Capital
Washington
$204
AWM
606
Atticus Wealth Management
Florida
$60
CA
607
Crane Advisory
California
-$50M -982,642 Closed
AIA
608
Angeles Investment Advisors
California
-$43M -842,000 Closed
Toronto Dominion Bank
609
Toronto Dominion Bank
Ontario, Canada
-$12.8M -250,000 Closed
MWC
610
MBM Wealth Consultants
Missouri
-$8.23M -161,721 Closed
5SA
611
5th Street Advisors
Connecticut
-$7.82M -152,970 Closed
GFG
612
Greystone Financial Group
Michigan
-$6.95M -136,023 Closed
MMA
613
Miracle Mile Advisors
California
-$4.43M -86,640 Closed
BIP
614
Blueprint Investment Partners
North Carolina
-$4.32M -84,490 Closed
VCM
615
Virtue Capital Management
Tennessee
-$3.38M -66,223 Closed
GA
616
GFS Advisors
Texas
-$184K -49,700 Closed
CI
617
CPR Investments
Michigan
-$1.91M -37,302 Closed
DLCIG
618
D.L. Carlson Investment Group
New Hampshire
-$1.86M -36,500 Closed
DIA
619
Davidson Investment Advisors
Montana
-$1.67M -32,655 Closed
OFS
620
OneAscent Financial Services
Alabama
-$1.59M -31,118 Closed
FTS
621
Fifth Third Securities
Ohio
-$1.48M -29,061 Closed
SCA
622
STALEY CAPITAL ADVISERS
Pennsylvania
-$1.39M -27,250 Closed
LWM
623
Lionsbridge Wealth Management
Florida
-$1.15M -22,588 Closed
NA
624
Navellier & Associates
Nevada
-$1.06M -20,702 Closed
RCG
625
Rock Creek Group
District of Columbia
-$702K -13,750 Closed