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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
651
Urban Wealth Management
California
$10K +$10.1K +200 New
ASBI
652
American State Bank (Iowa)
Iowa
$9.98K – – –
CSB
653
City State Bank
Iowa
$9K – – –
SFG
654
Steward Financial Group
Texas
$9K +$9.62K +191 New
BBHC
655
Brown Brothers Harriman & Co
New York
$6K – – –
MAWCM
656
Mine & Arao Wealth Creation & Management
California
$6K – – –
CJL
657
Cyrus J. Lawrence
New York
$5K – – –
HI
658
Hudock Inc
Pennsylvania
$5K +$5.89K +117 New
IAS
659
IMA Advisory Services
Colorado
$4K -$201 -4 -5%
TCOV
660
Trust Company of Vermont
Vermont
$4K +$4.53K +90 New
ZIG
661
Zullo Investment Group
Pennsylvania
$3K – – –
PO
662
Private Ocean
California
$2K – – –
CP
663
Castleview Partners
Texas
$1.67K -$24.2K -481 -94%
BWL
664
Bogart Wealth LLC
Virginia
$1K – – –
KFI
665
Key Financial Inc
Pennsylvania
$1K – – –
WIM
666
Westside Investment Management
California
$117 – – –
ED
667
Exane Derivatives
France
$50 – – –
PI
668
PFS Investments
Georgia
– -$13.4M -265,760 Closed
MW
669
Marks Wealth
Maryland
– -$13.1M -258,663 Closed
WWM
670
Windsor Wealth Management
Indiana
– -$9.61M -190,117 Closed
KWA
671
Kellett Wealth Advisors
Ohio
– -$8.86M -175,347 Closed
BOC
672
Bull Oak Capital
California
– -$5.38M -106,599 Closed
SEM
673
Strategic Equity Management
Arizona
– -$5.09M -100,816 Closed
WA
674
Wilshire Advisors
California
– -$4.59M -90,912 Closed
5L
675
55I LLC
Massachusetts
– -$3.66M -72,433 Closed
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