We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
151
Lake Hills Wealth Management
Texas
$5.25M +$5.24M +102,776 New
CBT
152
Crews Bank & Trust
Florida
$5.18M +$563K +11,053 +12%
Creative Planning
153
Creative Planning
Kansas
$5.17M +$531K +10,417 +11%
BWM
154
Buska Wealth Management
Wisconsin
$5.16M -$1.43M -28,075 -22%
EFG
155
Everest Financial Group
Minnesota
$5.13M -$391K -7,680 -7%
MCM
156
Monument Capital Management
Virginia
$5.07M +$5.06M +99,394 New
WCG
157
Weaver Consulting Group
California
$5.06M +$17.4K +342 +0.3%
AWMS
158
Advocacy Wealth Management Services
Georgia
$5.03M -$759K -14,896 -13%
HTC
159
Haverford Trust Company
Pennsylvania
$4.99M -$156K -3,062 -3%
TW
160
Tempo Wealth
Ohio
$4.96M +$537K +10,539 +12%
AWM
161
AE Wealth Management
Kansas
$4.92M -$41.1K -807 -0.8%
BF
162
Baring Financial
Washington
$4.85M +$5.81K +114 +0.1%
ABWM
163
Alpine Bank Wealth Management
Colorado
$4.78M +$4.77M +93,608 New
HHRDM
164
H&H Retirement Design & Management
Nevada
$4.72M – – –
FMTCOCP
165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.67M +$469K +9,201 +11%
HH
166
Hilltop Holdings
Texas
$4.64M +$528K +10,358 +13%
PAG
167
Powers Advisory Group
Illinois
$4.61M +$356K +6,995 +8%
AAP
168
Arax Advisory Partners
Colorado
$4.6M +$2.58M +50,652 +128%
WAM
169
WealthTrust Asset Management
Florida
$4.53M -$16.5K -324 -0.4%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$4.53M +$470K +9,227 +12%
KC
171
Knuff & Co
California
$4.47M +$4.46M +87,524 New
VFO
172
Virtus Family Office
Texas
$4.46M +$396K +7,779 +10%
RWP
173
RWA Wealth Partners
Massachusetts
$4.44M -$78.6K -1,543 -2%
TWM
174
Thryve Wealth Management
Texas
$4.43M +$42.7K +838 +1%
IWS
175
Insight Wealth Strategies
California
$4.39M +$303K +5,942 +7%