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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
101
Single Point Partners
Massachusetts
$6.52M +$172K +3,401 +3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$6.42M -$40M -792,003 -86%
CC
103
Courier Capital
New York
$6.42M +$2.64M +52,182 +70%
AIM
104
Astor Investment Management
Illinois
$6.3M +$449K +8,886 +8%
Creative Planning
105
Creative Planning
Kansas
$6.3M +$158K +3,128 +3%
FAM
106
Forte Asset Management
New York
$6.24M -$78K -1,543 -1%
BWCS
107
Beirne Wealth Consulting Services
Connecticut
$6.22M +$783K +15,495 +14%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$5.9M -$3.1M -61,374 -35%
TC
109
TAP Consulting
Missouri
$5.76M -$2.35M -46,533 -29%
PFWA
110
Paces Ferry Wealth Advisors
Georgia
$5.75M +$396K +7,835 +7%
FC
111
FCA Corp
Texas
$5.73M -$163K -3,224 -3%
BRWA
112
B. Riley Wealth Advisors
Florida
$5.69M -$68K -1,345 -1%
MWC
113
MBM Wealth Consultants
Missouri
$5.59M -$2.52M -49,859 -31%
FHB
114
First Hawaiian Bank
Hawaii
$5.59M -$34.2K -676 -0.6%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$5.58M +$64.7K +1,281 +1%
SPIA
116
Steward Partners Investment Advisory
New York
$5.53M -$37.3K -739 -0.7%
PAG
117
Private Advisor Group
New Jersey
$5.5M +$225K +4,456 +4%
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$5.42M +$558K +11,043 +12%
AWM
119
AE Wealth Management
Kansas
$5.34M -$2.71M -53,666 -34%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$5.23M +$5.1M +100,937 +5,341%
ASN
121
Advisory Services Network
Georgia
$5M -$2.31M -45,716 -32%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.96M +$2M +39,530 +68%
RWA
123
Redhawk Wealth Advisors
Minnesota
$4.91M +$4.88M +96,551 New
SRWM
124
Shira Ridge Wealth Management
California
$4.84M -$303K -6,001 -6%
Principal Financial Group
125
Principal Financial Group
Iowa
$4.83M +$819K +16,200 +21%