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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
626
Lowe Brockenbrough & Co
Virginia
$42.6K +$12.6K +247 +42%
BA
627
Blueline Advisors
New Hampshire
$42.4K +$31K +609 +274%
AUB
628
Atlantic Union Bankshares
Virginia
$41.5K – – –
B
629
Bayban
Minnesota
$37.4K – – –
AIC
630
Archer Investment Corporation
Indiana
$37K – – –
HCM
631
Hollencrest Capital Management
California
$35.1K – – –
EWP
632
Elevation Wealth Partners
California
$34K +$357 +7 +1%
PA
633
Parallel Advisors
California
$30K – – –
EC
634
Elequin Capital
New York
$27.6K +$27.6K +541 New
TF
635
Tompkins Financial
New York
$25.1K – – –
EWM
636
Evolution Wealth Management
Florida
$25.1K – – –
GWM
637
Gilpin Wealth Management
Colorado
$23.5K +$5.35K +105 +30%
BWAM
638
Boyd Watterson Asset Management
Ohio
$21.7K -$47.7K -936 -69%
DAM
639
Delta Asset Management
Tennessee
$21.7K – – –
DF
640
Dunhill Financial
United Kingdom
$21.4K +$21.3K +419 New
CT
641
Caldwell Trust
Florida
$21K – – –
PWA
642
Physician Wealth Advisors
Utah
$20.6K +$204 +4 +1%
MG
643
Mather Group
Illinois
$18.8K +$18.8K +369 New
MWA
644
Medallion Wealth Advisors
Connecticut
$18.7K -$112K -2,201 -89%
RIL
645
Rothschild Investment LLC
Illinois
$18.3K – – –
PB
646
Pinnacle Bancorp
Nebraska
$16.6K – – –
DJSG
647
D.J. St. Germain
Massachusetts
$14.4K – – –
SEP
648
Signature Equity Partners
Ohio
$12.1K +$51 +1 +0.4%
UBP
649
Union Bancaire Privee
Switzerland
$12.1K -$203K -3,991 -93%
PS
650
Planning Strategies
Pennsylvania
$12K +$12K +236 New
24 25
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