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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
176
TAP Consulting
Missouri
$3.08M -$2.77M -54,635 -47%
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$2.99M -$1.38M -27,197 -31%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$2.99M -$101K -1,998 -3%
VCM
179
Virtue Capital Management
Tennessee
$2.97M +$2.97M +58,605 New
PGAM
180
Princeton Global Asset Management
New Jersey
$2.94M +$62.8K +1,239 +2%
RFN
181
RDA Financial Network
Iowa
$2.91M -$8.06K -159 -0.3%
ACI
182
Alpha Cubed Investments
California
$2.91M -$195K -3,851 -6%
HPM
183
Hudson Portfolio Management
New York
$2.87M -$58.9K -1,162 -2%
M&T Bank
184
M&T Bank
New York
$2.82M -$638K -12,586 -18%
DWG
185
Darden Wealth Group
Michigan
$2.79M +$2.79M +55,031 New
Principal Financial Group
186
Principal Financial Group
Iowa
$2.78M +$304K +6,000 +12%
DL
187
DOHJ LLC
Washington
$2.77M +$2.78M +54,798 New
AWM
188
Axxcess Wealth Management
California
$2.77M -$1.47K -29 -0.1%
CAAS
189
Capital Asset Advisory Services
Michigan
$2.77M +$3.04K +60 +0.1%
WFPG
190
Waller Financial Planning Group
Ohio
$2.7M -$90.2K -1,780 -3%
IFA
191
Interactive Financial Advisors
Illinois
$2.7M +$1M +19,773 New
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$2.65M -$10.6K -210 -0.4%
VRM
193
Vectors Research Management
New York
$2.6M -$1.38M -27,164 -52%
EWA
194
EverSource Wealth Advisors
Alabama
$2.57M +$364K +7,188 +16%
NP
195
Nilsine Partners
Colorado
$2.55M +$1.26M +24,933 +98%
CAM
196
Cresset Asset Management
Illinois
$2.51M +$2.51M +49,566 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$2.5M -$141K -2,784 -5%
CB
198
Cadence Bank
Mississippi
$2.42M +$109K +2,145 +5%
FAM
199
Forte Asset Management
New York
$2.41M -$3.68M -72,609 -60%
PCA
200
Prosperity Capital Advisors
Ohio
$2.39M -$1.22M -24,055 -34%