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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
126
MRA Advisory Group
New Jersey
$4.69M +$4.69M +92,374 New
VPW
127
Vericrest Private Wealth
Pennsylvania
$4.67M +$4.68M +92,149 New
DWM
128
Dakota Wealth Management
Florida
$4.64M -$86.2K -1,699 -2%
MIG
129
McGuire Investment Group
Rhode Island
$4.56M +$4.56M +89,892 New
MCC
130
Money Concepts Capital
Florida
$4.55M +$4.55M +89,713 New
AAS
131
Avantax Advisory Services
Texas
$4.53M +$701K +13,823 +18%
AWM
132
AE Wealth Management
Kansas
$4.48M +$62.4K +1,230 +1%
RFC
133
Regions Financial Corp
Alabama
$4.47M +$670K +13,205 +18%
FC
134
FCA Corp
Texas
$4.46M -$1.74M -34,386 -28%
UCFA
135
United Capital Financial Advisors
Texas
$4.46M +$429K +8,447 +11%
BOTW
136
Bank of the West
California
$4.34M +$917K +18,072 +27%
ST
137
Smithfield Trust
Pennsylvania
$4.28M -$282K -5,566 -6%
OPS
138
Orion Portfolio Solutions
Nebraska
$4.28M -$568K -11,186 -12%
BAM
139
Belpointe Asset Management
Nevada
$4.26M +$1.91M +37,592 +81%
CCG
140
Chatham Capital Group
Georgia
$4.21M -$2.93M -57,716 -41%
CC
141
Courier Capital
New York
$4.21M +$198K +3,909 +5%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$4.18M -$1.97M -38,810 -32%
ES
143
ETF Store
Kansas
$4.12M +$4.12M +81,192 New
KCM
144
Karp Capital Management
California
$4.12M +$412K +8,118 +11%
CWA
145
Clarus Wealth Advisors
Arizona
$4.09M +$3.58M +70,573 +694%
EC
146
Exelon Corporation
Illinois
$4.09M +$4.09M +80,633 New
AA
147
Alesco Advisors
New York
$4.07M -$4.68M -92,157 -53%
CIC
148
Canal Insurance Company
South Carolina
$3.96M
PA
149
Pinnacle Associates
New York
$3.88M +$2.01M +39,615 +108%
NFG
150
Nations Financial Group
Iowa
$3.87M -$1.58M -31,218 -29%