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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$3.29M +$183K +3,605 +6%
OPWM
177
Oxinas Partners Wealth Management
Indiana
$3.22M -$225K -4,430 -7%
ACI
178
Alpha Cubed Investments
California
$3.12M -$586K -11,557 -16%
CS
179
Comerica Securities
Michigan
$3.11M -$609 -12 -0%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$3.11M -$149K -2,942 -5%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$3.1M -$9.59K -189 -0.3%
IWS
182
Insight Wealth Strategies
California
$3.01M -$17.4M -343,482 -85%
SWM
183
Seed Wealth Management
Illinois
$2.96M -$388K -7,645 -12%
HPM
184
Hudson Portfolio Management
New York
$2.94M +$104K +2,050 +4%
EH
185
Equitable Holdings
New York
$2.94M +$908K +17,901 +45%
RFN
186
RDA Financial Network
Iowa
$2.94M +$50.1K +988 +2%
PGAM
187
Princeton Global Asset Management
New Jersey
$2.89M -$126K -2,485 -4%
BA
188
Bluesphere Advisors
Pennsylvania
$2.86M +$359K +7,074 +14%
WFPG
189
Waller Financial Planning Group
Ohio
$2.8M -$68K -1,340 -2%
AWA
190
Arkadios Wealth Advisors
Georgia
$2.79M +$444K +8,755 +19%
AWM
191
Axxcess Wealth Management
California
$2.78M +$2.78M +54,719 New
CAAS
192
Capital Asset Advisory Services
Michigan
$2.77M -$38.5K -758 -1%
KAS
193
Kestra Advisory Services
Texas
$2.77M -$241K -4,752 -8%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$2.67M +$367K +7,242 +16%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$2.66M +$2.39M +47,038 +900%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$2.66M -$644K -12,695 -20%
SPWM
197
Spartan Planning & Wealth Management
North Carolina
$2.63M +$2.62M +51,588 New
CA
198
Cetera Advisors
Colorado
$2.59M +$75.1K +1,481 +3%
VRM
199
Vectors Research Management
New York
$2.58M -$92.5K -1,824 -3%
FHA
200
Flagship Harbor Advisors
Massachusetts
$2.58M -$44.6K -880 -2%