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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$64.9K – – –
JWA
627
JFS Wealth Advisors
Pennsylvania
$59.1K – – –
LFA
628
LGT Financial Advisors
Texas
$57.6K +$57.4K +1,144 New
MHR
629
Matthew Hamilton Rosenberg
$56.8K -$2.56K -51 -4%
IA
630
IFS Advisors
Kansas
$50.3K – – –
BFA
631
BBJS Financial Advisors
Washington
$50K +$49.9K +994 New
ONST
632
Old North State Trust
North Carolina
$46K +$45.6K +909 New
APC
633
Aspire Private Capital
North Carolina
$40.8K +$40.7K +811 New
HCM
634
Hollencrest Capital Management
California
$34.6K +$34.5K +687 New
PB
635
Pinnacle Bancorp
Nebraska
$32K +$16.3K +325 +102%
FFA
636
Founders Financial Alliance
North Carolina
$31.3K – – –
PCTC
637
Perkins Coie Trust Company
Washington
$29.7K – – –
EW
638
Element Wealth
Mississippi
$28.7K +$28.7K +571 New
C
639
Covestor
United Kingdom
$28K +$1.46K +29 +6%
GFL
640
Granite FO LLC
New Hampshire
$28K +$27.9K +555 New
EE
641
EWG Elevate
California
$26K +$26K +517 New
BLC
642
Brown, Lisle/Cummings
Rhode Island
$25.2K – – –
BWAM
643
Boyd Watterson Asset Management
Ohio
$25.2K +$25.1K +500 New
NSIM
644
North Star Investment Management
Illinois
$24.7K – – –
UB
645
UMB Bank
Missouri
$24K -$754K -15,029 -97%
PWM
646
Provident Wealth Management
Tennessee
$23.4K – – –
CPG
647
Cornerstone Planning Group
New Jersey
$22.8K +$22.6K +451 New
RFS
648
Retirement Financial Solutions
Tennessee
$18.6K +$18.6K +370 New
IGWM
649
ICA Group Wealth Management
Colorado
$17.5K +$17.4K +347 New
HCP
650
Hexagon Capital Partners
Arkansas
$16.8K -$20.1K -401 -55%
24 25
26
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