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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Liberty Wealth Management
California
-$453K -8,912 Closed
CPIG
627
Chicago Partners Investment Group
Illinois
-$450K -8,882 Closed
MCI
628
MRP Capital Investments
Georgia
-$446K -8,775 Closed
LGA
629
Lebenthal Global Advisors
New York
-$440K -8,657 Closed
CG
630
Colony Group
Massachusetts
-$334K -6,573 Closed
Vontobel Holding
631
Vontobel Holding
Switzerland
-$326K -6,413 Closed
W
632
WealthOne
New York
-$324K -6,377 Closed
CCM
633
Crew Capital Management
Ohio
-$321K -6,324 Closed
CS
634
Credit Suisse
Switzerland
-$320K -6,300 Closed
KIG
635
Kowal Investment Group
Wisconsin
-$316K -6,217 Closed
TF
636
Theory Financial
Colorado
-$307K -6,040 Closed
LWM
637
Laidlaw Wealth Management
New York
-$281K -5,533 Closed
LSIA
638
LaSalle St. Investment Advisors
Illinois
-$265K -5,230 Closed
EA
639
Efficient Advisors
Ohio
-$262K -5,162 Closed
MWM
640
Meridian Wealth Management
Kentucky
-$255K -5,027 Closed
AWM
641
Accurate Wealth Management
Florida
-$238K -4,709 Closed
AWM
642
Alterna Wealth Management
Texas
-$237K -4,662 Closed
PWP
643
Perfromance Wealth Partners
Illinois
-$232K -4,579 Closed
AWA
644
Arete Wealth Advisors
Illinois
-$228K -4,488 Closed
LFAS
645
Level Four Advisory Services
Texas
-$211K -4,149 Closed
FFS
646
Founders Financial Securities
Maryland
-$206K -4,059 Closed
BWP
647
Balboa Wealth Partners
Arizona
-$203K -3,987 Closed
OHWP
648
Oak Harbor Wealth Partners
North Carolina
-$142K -2,800 Closed
IGWM
649
ICA Group Wealth Management
Colorado
-$94.6K -1,861 Closed
PIAS
650
PCA Investment Advisory Services
Ohio
-$84.2K -1,656 Closed