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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Outlook Wealth Advisors
Texas
$10.2M +$201K +3,937 +15%
CMS
77
Capital Market Strategies
Florida
$9.94M +$5.37M +105,396 +118%
CC
78
Courier Capital
New York
$9.88M -$617K -12,105 -6%
UCFA
79
United Capital Financial Advisors
Texas
$9.8M +$58K +1,138 +0.6%
RA
80
RFG Advisory
Alabama
$9.54M -$609K -11,943 -6%
GC
81
Guggenheim Capital
Illinois
$9.54M +$1.19M +23,250 +14%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$9.36M -$2.4M -47,100 -20%
RWP
83
RWA Wealth Partners
Massachusetts
$8.97M -$431K -8,446 -5%
WMG
84
WESCAP Management Group
California
$8.82M +$177K +3,465 +2%
SIM
85
SSI Investment Management
California
$8.77M -$87.3K -1,712 -1%
AWM
86
Avior Wealth Management
Nebraska
$8.74M +$4.47M +87,652 +105%
CCP
87
Carmel Capital Partners
California
$8.5M +$856K +16,789 +11%
WCM
88
Windsor Capital Management
Arizona
$8.41M +$116K +2,273 +1%
JIR
89
James Investment Research
Ohio
$8.41M -$70.6K -1,385 -0.8%
Citigroup
90
Citigroup
New York
$8.38M +$12.1K +237 +0.1%
CRWM
91
Castle Rock Wealth Management
California
$8.35M -$866K -16,976 -9%
MWC
92
MBM Wealth Consultants
Missouri
$8.23M -$201K -3,936 -2%
KAS
93
Kestra Advisory Services
Texas
$8.16M +$360K +7,063 +5%
AWMS
94
Advocacy Wealth Management Services
Georgia
$8.08M -$39.6M -777,179 -83%
5SA
95
5th Street Advisors
Connecticut
$7.82M +$3.58M +70,211 +85%
GWM
96
GSB Wealth Management
Connecticut
$7.8M +$588K +11,531 +8%
FAT
97
First American Trust
California
$7.74M +$856K +16,787 +12%
RSS
98
Rosenblum Silverman Sutton
California
$7.7M +$143K +2,795 +2%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$7.65M -$468K -9,172 -6%
CW
100
CreativeOne Wealth
Kansas
$7.63M -$603K -11,835 -7%