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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
626
Signature Equity Partners
Ohio
$5.19K +$5.2K +102 New
LWMI
627
Legacy Wealth Management (Idaho)
Idaho
$5.14K +$5.14K +101 New
NEAM
628
New England Asset Management
Connecticut
$5.09K – – –
DWM
629
Darwin Wealth Management
Florida
$5.04K – – –
SS
630
Sunbelt Securities
Texas
$4.98K – – –
WA
631
Westfuller Advisors
New York
$4.72K -$22.8K -448 -83%
PWA
632
Provenance Wealth Advisors
Florida
$4.02K – – –
WAU
633
Wellington-Altus USA
Manitoba, Canada
$3.51K +$3.52K +69 New
PWM
634
Provident Wealth Management
Tennessee
$3.2K – – –
KFP
635
Kerr Financial Planning
California
$2.69K – – –
MEG
636
Millstone Evans Group
Colorado
$2.59K – – –
Q1WB
637
Quest 10 Wealth Builders
Virginia
$2.2K -$153 -3 -7%
RIA
638
Realta Investment Advisors
Delaware
$1.73K – – –
VR
639
Vision Retirement
New Jersey
$1.73K +$1.73K +34 New
KFI
640
Key Financial Inc
Pennsylvania
$712 – – –
BA
641
Bard Associates
Illinois
$502 -$340K -6,669 -100%
MAFA
642
MJT & Associates Financial Advisory
Minnesota
$357 -$51 -1 -13%
RFS
643
Richardson Financial Services
Massachusetts
$356 +$51 +1 +17%
BMC
644
Bear Mountain Capital
Washington
$204 – – –
Russell Investments Group
645
Russell Investments Group
United Kingdom
$39 – – –
SignatureFD
646
SignatureFD
Georgia
$20 – – –
BA
647
Blueline Advisors
New Hampshire
$1 – – –
Renaissance Technologies
648
Renaissance Technologies
New York
– -$43.4M -849,051 Closed
Kovitz Investment Group Partners
649
Kovitz Investment Group Partners
Illinois
– -$31M -607,095 Closed
RWM
650
RMG Wealth Management
Wisconsin
– -$26M -509,191 Closed