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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
651
Thurston Springer Miller Herd & Titak
Indiana
$11.7K +$11.7K +229 New
MA
652
MCF Advisors
Kentucky
$10.1K – – –
TFGT
653
TS Financial Group (TSFG)
Illinois
$10K – – –
FG
654
Fairman Group
Pennsylvania
$9.49K +$9.47K +186 New
LWM
655
Lodestone Wealth Management
Washington
$9.39K – – –
CPBTD
656
Central Pacific Bank - Trust Division
Hawaii
$9.34K – – –
BWS
657
Buck Wealth Strategies
Colorado
$8.73K +$8.71K +171 New
AIM
658
Axiom Investment Management
New York
$7.4K – – –
RWM
659
Rialto Wealth Management
New York
$7.15K -$3.52K -69 -33%
FB
660
First Bancorp
Maine
$6.89K +$6.88K +135 New
HWA
661
HHM Wealth Advisors
Tennessee
$6.13K – – –
GSWM
662
Golden State Wealth Management
California
$6.03K – – –
CJ
663
Caitlin John
Michigan
$5.77K – – –
DWA
664
Delos Wealth Advisors
Texas
$5.77K +$5.76K +113 New
IFWM
665
Institute for Wealth Management
Colorado
$5.11K +$5.09K +100 New
NEAM
666
New England Asset Management
Connecticut
$5.11K +$5.09K +100 New
DWM
667
Darwin Wealth Management
Florida
$5.05K – – –
APFP
668
Action Point Financial Planning
Michigan
$5K +$4.99K +98 New
LFG
669
Larson Financial Group
Missouri
$4.85K +$4.84K +95 New
UFF
670
USA Financial Formulas
Michigan
$4.54K +$3.87K +76 +585%
PWA
671
Provenance Wealth Advisors
Florida
$4.03K – – –
PWM
672
Provident Wealth Management
Tennessee
$3.23K – – –
KFP
673
Kerr Financial Planning
California
$2.73K – – –
MEG
674
Millstone Evans Group
Colorado
$2.6K – – –
CPG
675
Cornerstone Planning Group
New Jersey
$2.29K +$2.29K +45 New
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