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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$746K
AI
127
Atria Investments
North Carolina
$669K -$448K -8,838 -40%
IAA
128
Ironsides Asset Advisors
North Carolina
$663K
ATC
129
Argent Trust Co
Tennessee
$652K -$35K -690 -5%
ACM
130
Alethea Capital Management
Washington
$640K
WCWM
131
Wooster Corthell Wealth Management
Connecticut
$632K -$352K -6,956 -36%
IH
132
IFC Holdings
Florida
$630K -$804K -15,872 -56%
PCA
133
Peddock Capital Advisors
Massachusetts
$626K +$4.21K +83 +0.7%
KeyBank National Association
134
KeyBank National Association
Ohio
$620K -$20.2K -398 -3%
AWS
135
Aris Wealth Services
Pennsylvania
$617K +$27.4K +540 +5%
CWM
136
Cabot Wealth Management
Massachusetts
$613K +$54.7K +1,080 +10%
SWP
137
Stratos Wealth Partners
Ohio
$610K +$403K +7,945 +193%
GWM
138
Gupta Wealth Management
California
$588K -$64.8K -1,279 -10%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$566K +$147K +2,894 +35%
RBC
140
Ronald Blue & Co
Georgia
$538K -$352K -6,949 -40%
HighTower Advisors
141
HighTower Advisors
Illinois
$508K -$260K -5,139 -34%
SB
142
Suntrust Banks
Georgia
$467K -$108K -2,135 -19%
FUBT
143
First United Bank & Trust
Maryland
$443K +$38K +750 +9%
SFA
144
Sequoia Financial Advisors
Ohio
$442K -$253 -5 -0.1%
AIG
145
American International Group
New York
$423K +$176K +3,476 +71%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$417K -$162K -3,192 -28%
CFA
147
Capstone Financial Advisors
Illinois
$414K -$4.71K -93 -1%
LTI
148
Laffer Tengler Investments
Tennessee
$410K -$14.7K -291 -3%
CCWA
149
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400K +$400K +7,897 New
SEIA
150
Signature Estate & Investment Advisors
California
$374K +$201K +3,963 +116%