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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$5.1M +$85.6K +1,705 +2%
HC
152
Hoese & Co
Minnesota
$5.02M +$1.16M +23,151 +30%
RWA
153
Redhawk Wealth Advisors
Minnesota
$4.99M +$4.99M +99,285 New
SC
154
Sierra Capital
Florida
$4.95M -$886K -17,645 -15%
FAM
155
Forte Asset Management
New York
$4.94M -$132K -2,629 -3%
WI
156
WrapManager Inc
California
$4.92M -$106K -2,106 -2%
AAS
157
Avantax Advisory Services
Texas
$4.75M +$1.03M +20,556 +28%
AA
158
Alesco Advisors
New York
$4.71M -$1.24M -24,650 -21%
CAGAS
159
Capital Advisory Group Advisory Services
Minnesota
$4.68M +$38.9K +774 +0.8%
RIA
160
Regal Investment Advisors
Michigan
$4.67M +$780K +15,541 +20%
KC
161
Knuff & Co
California
$4.65M +$4.56M +90,730 +5,041%
William Blair & Company
162
William Blair & Company
Illinois
$4.61M +$5.57K +111 +0.1%
FFG
163
Frisch Financial Group
New York
$4.59M +$84.3K +1,678 +2%
TB
164
Treynor Bancshares
Iowa
$4.58M +$4.58M +91,196 New
JPLA
165
Joseph P. Lucia & Associates
New York
$4.55M +$133K +2,642 +3%
RHP
166
Royal Harbor Partners
Texas
$4.53M -$2.99M -59,626 -40%
HAIM
167
Hunter Associates Investment Management
Pennsylvania
$4.51M +$349K +6,953 +8%
ZIM
168
Zacks Investment Management
Illinois
$4.51M +$767K +15,265 +20%
SA
169
Scarborough Advisors
Maryland
$4.5M +$88.3K +1,759 +2%
BOTW
170
Bank of the West
California
$4.39M -$295K -5,880 -6%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$4.37M -$51.2K -1,020 -1%
GRP
172
Global Retirement Partners
California
$4.35M +$3.22M +64,184 +286%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$4.34M +$146K +2,913 +3%
NA
174
NewEdge Advisors
Louisiana
$4.24M -$223K -4,436 -5%
ACM
175
Antonetti Capital Management
Florida
$4.22M -$295K -5,866 -7%