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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
626
Decker Retirement Planning
Utah
$9.11K +$9.12K +179 New
MFT
627
Moisand Fitzgerald Tamayo
Florida
$9.06K -$17.6K -346 -66%
KWAG
628
Kiely Wealth Advisory Group
North Carolina
$8.51K – – –
SAM
629
Synergy Asset Management
Washington
$7.35K +$7.33K +144 New
BA
630
Bristlecone Advisors
Washington
$7.17K – – –
NP
631
NorthRock Partners
Minnesota
$7.17K – – –
HWA
632
HHM Wealth Advisors
Tennessee
$6.11K – – –
HBW
633
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
634
Rothschild Investment LLC
Illinois
$5.5K – – –
SIM
635
Synergy Investment Management
Florida
$5.39K +$5.4K +106 New
NEAM
636
New England Asset Management
Connecticut
$5.09K – – –
PCWA
637
Pacific Capital Wealth Advisors
California
$5.09K – – –
DWM
638
Darwin Wealth Management
Florida
$5.04K -$22.2K -436 -81%
SS
639
Sunbelt Securities
Texas
$4.99K – – –
CPG
640
Cornerstone Planning Group
New Jersey
$4.06K +$51 +1 +1%
PWA
641
Provenance Wealth Advisors
Florida
$4.02K – – –
C
642
Covestor
United Kingdom
$4K +$204 +4 +5%
PWM
643
Provident Wealth Management
Tennessee
$3.21K – – –
MWA
644
Medallion Wealth Advisors
Connecticut
$2.89K +$2.9K +57 New
MEG
645
Millstone Evans Group
Colorado
$2.6K +$2.6K +51 New
Q1WB
646
Quest 10 Wealth Builders
Virginia
$2.35K +$2.34K +46 New
RAM
647
Riggs Asset Management
Pennsylvania
$2.24K – – –
ACA
648
American Capital Advisory
Idaho
$1.73K +$1.73K +34 New
RFS
649
Richardson Financial Services
Massachusetts
$1.27K -$3.16K -62 -71%
CIM
650
Contravisory Investment Management
Massachusetts
$1.27K – – –
24 25
26
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