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iShares Floating Rate Bond ETF
FLOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
201
HBK Sorce Advisory
Pennsylvania
$287K -$3.3K -65 -1%
AIP
202
Ameritas Investment Partners
Nebraska
$284K -$32K -630 -10%
VNA
203
VNBTrust National Association
Virginia
$279K – – –
BW
204
Bison Wealth
Georgia
$278K – – –
AIM
205
Astor Investment Management
Illinois
$269K +$269K +5,305 New
SI
206
SII Investments
Wisconsin
$264K +$261K +5,147 New
LFAS
207
Level Four Advisory Services
Texas
$254K +$254K +5,003 New
MWP
208
MYCIO Wealth Partners
Pennsylvania
$254K +$254K +5,012 New
CC
209
Cedar Capital
Illinois
$250K -$152K -2,987 -38%
NFG
210
Next Financial Group
Texas
$245K -$50.6K -998 -17%
WAM
211
Weatherly Asset Management
California
$245K +$245K +4,830 New
SS
212
Simplicity Solutions
Minnesota
$225K +$10.1K +200 +5%
CAM
213
Concorde Asset Management
Michigan
$215K +$8.52K +168 +4%
HCM
214
Highlander Capital Management
New Jersey
$213K +$213K +4,200 New
KA
215
Klingman & Associates
New York
$203K – – –
NPF
216
Norris Perne & French
Michigan
$203K – – –
SBIA
217
Sheaff Brock Investment Advisors
Indiana
$203K – – –
FHC
218
First Heartland Consultants
Missouri
$201K -$6.95K -137 -3%
LYV
219
Live Your Vision
Pennsylvania
$199K +$119K +2,354 +149%
AIM
220
Advantage Investment Management
Iowa
$151K – – –
PIA
221
Piedmont Investment Advisors
North Carolina
$141K -$49K -965 -26%
PG
222
Patten Group
Tennessee
$131K -$5.07K -100 -4%
YWP
223
YorkBridge Wealth Partners
New York
$120K +$120K +2,360 New
WIM
224
Westside Investment Management
California
$119K +$119K +2,353 New
MLM
225
Mount Lucas Management
Pennsylvania
$118K +$4.26K +84 +4%
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