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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
Bison Wealth
Georgia
$276K -$12.9K -256 -4%
FFA
177
First Foundation Advisors
California
$270K
GWM
178
Geneos Wealth Management
Colorado
$267K +$267K +5,313 New
MLIC
179
Mandatum Life Insurance Company
Finland
$255K -$191K -3,795 -43%
NFG
180
Next Financial Group
Texas
$255K +$252 +5 +0.1%
SBH
181
Segall Bryant & Hamill
Illinois
$252K +$252K +5,000 New
RCAG
182
Rehmann Capital Advisory Group
Michigan
$246K
SI
183
SII Investments
Wisconsin
$241K +$241K +4,787 New
IWMPD
184
Integrated Wealth Management (Palm Desert)
California
$240K
BHB
185
Bank Hapoalim BM
Israel
$238K
BRF
186
B. Riley Financial
California
$218K -$1.41K -28 -0.6%
FHC
187
First Heartland Consultants
Missouri
$216K -$267K -5,307 -55%
KA
188
Klingman & Associates
New York
$212K
TDC
189
Thompson Davis & Co
Virginia
$209K
LOT
190
Lombard Odier Transatlantic
Quebec, Canada
$207K -$302K -6,000 -59%
BAAM
191
Baker Avenue Asset Management
California
$202K -$5.4M -107,399 -96%
NPF
192
Norris Perne & French
Michigan
$202K
EWM
193
Evercore Wealth Management
New York
$193K +$193K +3,835 New
PIA
194
Piedmont Investment Advisors
North Carolina
$179K -$7.45K -148 -4%
IF
195
Ironwood Financial
Arizona
$177K +$176K +3,508 New
Walleye Trading
196
Walleye Trading
New York
$157K +$156K +3,110 New
RCG
197
Ruggie Capital Group
Florida
$134K +$133K +2,642 New
UFA
198
US Financial Advisors
Massachusetts
$131K
PG
199
Patten Group
Tennessee
$130K -$3.77K -75 -3%
Bessemer Group
200
Bessemer Group
New Jersey
$101K +$101K +2,000 New