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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBP
651
Union Bancaire Privee
Switzerland
$12.1K -$203K -3,991 -93%
PS
652
Planning Strategies
Pennsylvania
$12K +$12K +236 New
TSMHT
653
Thurston Springer Miller Herd & Titak
Indiana
$11.7K +$11.7K +229 New
MA
654
MCF Advisors
Kentucky
$10.1K – – –
TFGT
655
TS Financial Group (TSFG)
Illinois
$10K – – –
FG
656
Fairman Group
Pennsylvania
$9.49K +$9.47K +186 New
LWM
657
Lodestone Wealth Management
Washington
$9.39K – – –
CPBTD
658
Central Pacific Bank - Trust Division
Hawaii
$9.34K – – –
BWS
659
Buck Wealth Strategies
Colorado
$8.73K +$8.71K +171 New
AIM
660
Axiom Investment Management
New York
$7.4K – – –
RWM
661
Rialto Wealth Management
New York
$7.15K -$3.52K -69 -33%
FB
662
First Bancorp
Maine
$6.89K +$6.88K +135 New
HWA
663
HHM Wealth Advisors
Tennessee
$6.13K – – –
GSWM
664
Golden State Wealth Management
California
$6.03K – – –
CJ
665
Caitlin John
Michigan
$5.77K – – –
DWA
666
Delos Wealth Advisors
Texas
$5.77K +$5.76K +113 New
IFWM
667
Institute for Wealth Management
Colorado
$5.11K +$5.09K +100 New
NEAM
668
New England Asset Management
Connecticut
$5.11K +$5.09K +100 New
DWM
669
Darwin Wealth Management
Florida
$5.05K – – –
APFP
670
Action Point Financial Planning
Michigan
$5K +$4.99K +98 New
LFG
671
Larson Financial Group
Missouri
$4.85K +$4.84K +95 New
UFF
672
USA Financial Formulas
Michigan
$4.54K +$3.87K +76 +585%
PWA
673
Provenance Wealth Advisors
Florida
$4.03K – – –
WAU
674
Wellington-Altus USA
Manitoba, Canada
$3.52K – – –
PWM
675
Provident Wealth Management
Tennessee
$3.23K – – –