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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
626
Blueline Advisors
New Hampshire
$11.3K +$11.3K +222 New
RWM
627
Rialto Wealth Management
New York
$10.6K -$4.84K -95 -31%
MCF Advisors
628
MCF Advisors
Kentucky
$10.1K +$10.1K +198 New
TFGT
629
TS Financial Group (TSFG)
Illinois
$10K – – –
MWC
630
MBM Wealth Consultants
Missouri
$9.58K +$9.57K +188 New
Eastern Bank
631
Eastern Bank
Massachusetts
$9.43K +$9.42K +185 New
LWM
632
Lodestone Wealth Management
Washington
$9.38K – – –
CPBTD
633
Central Pacific Bank - Trust Division
Hawaii
$9.32K – – –
PIS
634
POM Investment Strategies
North Carolina
$7.59K +$7.59K +149 New
AIM
635
Axiom Investment Management
New York
$7.39K +$7.38K +145 New
WP
636
WealthShield Partners
North Carolina
$7.13K – – –
MIM
637
MTM Investment Management
South Carolina
$6.78K +$6.77K +133 New
HWA
638
HHM Wealth Advisors
Tennessee
$6.11K – – –
GSWM
639
Golden State Wealth Management
California
$6.01K +$51 +1 +0.9%
CJ
640
Caitlin John
Michigan
$5.76K – – –
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$5.15K – – –
DWM
642
Darwin Wealth Management
Florida
$5.04K – – –
SS
643
Sunbelt Securities
Texas
$4.99K – – –
PWA
644
Provenance Wealth Advisors
Florida
$4.03K – – –
WAU
645
Wellington-Altus USA
Manitoba, Canada
$3.52K – – –
PSFG
646
Park Square Financial Group
Georgia
$3.21K -$10.6K -209 -77%
PWM
647
Provident Wealth Management
Tennessee
$3.21K – – –
ATS
648
Ashton Thomas Securities
New York
$3.06K +$3.06K +60 New
KFP
649
Kerr Financial Planning
California
$2.71K +$102 +2 +4%
MEG
650
Millstone Evans Group
Colorado
$2.6K – – –