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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
151
Bank of New York Mellon
New York
$5.37M -$243K -4,824 -4%
TIAM2
152
Tru Independence Asset Management 2
Oregon
$5.33M +$2.02M +40,175 +60%
CA
153
Cetera Advisors
Colorado
$5.32M +$3.86M +76,606 +256%
SPP
154
Single Point Partners
Massachusetts
$5.31M +$162K +3,216 +3%
SFA
155
Semmax Financial Advisors
North Carolina
$5.31M +$1.12M +22,216 +27%
MAG
156
MRA Advisory Group
New Jersey
$5.17M +$178K +3,534 +4%
MIA
157
MMBG Investment Advisors
Florida
$5.12M -$73K -1,450 -1%
FAM
158
Forte Asset Management
New York
$5.04M +$5.08M +100,952 New
PI
159
Parkside Investments
Illinois
$5.01M +$5.06M +100,450 New
WI
160
WrapManager Inc
California
$4.99M -$223K -4,430 -4%
BRWA
161
B. Riley Wealth Advisors
Florida
$4.98M +$257K +5,108 +5%
AWM
162
Axxcess Wealth Management
California
$4.94M -$2.01M -39,957 -29%
PAS
163
Park Avenue Securities
New York
$4.9M +$500K +9,924 +11%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$4.87M +$3.48K +69 +0.1%
TF
165
Theory Financial
Colorado
$4.83M +$122K +2,421 +3%
PWAG
166
Polaris Wealth Advisory Group
California
$4.82M -$1.31M -25,939 -21%
UFA
167
US Financial Advisors
Massachusetts
$4.81M -$161K -3,188 -3%
UCFA
168
United Capital Financial Advisors
Texas
$4.81M -$1.49M -29,590 -24%
IFO
169
Independent Family Office
New York
$4.75M -$1.88M -37,327 -28%
COCM
170
Charter Oak Capital Management
New Hampshire
$4.67M +$195K +3,867 +4%
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$4.66M -$78.6K -1,561 -2%
BOTW
172
Bank of the West
California
$4.65M +$936K +18,592 +25%
William Blair & Company
173
William Blair & Company
Illinois
$4.58M -$619K -12,283 -12%
SIA
174
Schechter Investment Advisors
Michigan
$4.56M -$378K -7,513 -8%
IIA
175
IPG Investment Advisors
California
$4.53M -$2.73M -54,200 -37%