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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
SOA Wealth Advisors
New York
$9.49K +$9.45K +186 New
CPBTD
652
Central Pacific Bank - Trust Division
Hawaii
$9.34K -$1.9M -37,445 -100%
RF
653
Rossby Financial
Florida
$8.67K +$3K +59 +53%
GSWM
654
Golden State Wealth Management
California
$7.36K +$102 +2 +1%
HWA
655
HHM Wealth Advisors
Tennessee
$6.12K – – –
HBW
656
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
657
Rothschild Investment LLC
Illinois
$5.51K – – –
NEAM
658
New England Asset Management
Connecticut
$5.1K – – –
DWM
659
Darwin Wealth Management
Florida
$5.05K – – –
FWM
660
FSA Wealth Management
Massachusetts
$5.01K +$4.98K +98 New
SS
661
Sunbelt Securities
Texas
$4.99K – – –
MAFA
662
MJT & Associates Financial Advisory
Minnesota
$4.49K – – –
KFI
663
Key Financial Inc
Pennsylvania
$4.29K +$3.56K +70 +500%
PWA
664
Provenance Wealth Advisors
Florida
$4.03K – – –
DRP
665
Decker Retirement Planning
Utah
$3.37K +$3.35K +66 New
PWM
666
Provident Wealth Management
Tennessee
$3.21K – – –
MYIA
667
Mount Yale Investment Advisors
Colorado
$3.13K +$3.1K +61 New
MEG
668
Millstone Evans Group
Colorado
$2.6K – – –
Q1WB
669
Quest 10 Wealth Builders
Virginia
$2.36K – – –
RAM
670
Riggs Asset Management
Pennsylvania
$2.25K – – –
CPG
671
Cornerstone Planning Group
New Jersey
$2.02K +$51 +1 +3%
NWM
672
Nova Wealth Management
Florida
$1.84K +$1.83K +36 New
LFA
673
LGT Financial Advisors
Texas
$1.58K +$1.57K +31 New
BIA
674
Bell Investment Advisors
California
$1.17K -$20.5K -404 -95%
SIS
675
Sound Income Strategies
Florida
$989 -$1.93K -38 -67%