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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LG
201
LaFleur & Godfrey
Michigan
$1.99M +$50.9K +1,000 +3%
IWM
202
IHT Wealth Management
Illinois
$1.98M +$1.9M +37,272 +2,425%
CL
203
CPWM LLC
Washington
$1.97M +$1.97M +38,714 New
AIP
204
ARS Investment Partners
New York
$1.95M +$313K +6,135 +19%
WP
205
WealthPLAN Partners
Nebraska
$1.91M +$973K +19,093 +104%
SWM
206
Stockman Wealth Management
Montana
$1.9M -$131K -2,565 -6%
BP
207
Ballentine Partners
Massachusetts
$1.87M -$852K -16,714 -31%
SWM
208
Segment Wealth Management
Texas
$1.83M +$1.84M +36,020 New
PAG
209
Pinnacle Advisory Group
Maryland
$1.79M +$1.79M +35,228 New
MIH
210
Meitav Investment House
Israel
$1.77M +$1.77M +34,710 New
PA
211
Perennial Advisors
New York
$1.76M +$81.8K +1,605 +5%
SS
212
Simplicity Solutions
Minnesota
$1.71M +$1.08M +21,115 +170%
I
213
IberiaBank
Louisiana
$1.69M +$1.06M +20,841 +168%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$1.67M +$1M +19,683 +150%
HCM
215
Harvey Capital Management
Florida
$1.6M +$1.6M +31,500 New
NA
216
Nottingham Advisors
New York
$1.59M +$509K +9,995 +47%
CWM
217
Cabot Wealth Management
Massachusetts
$1.59M -$1.11M -21,809 -41%
PCP
218
Proficio Capital Partners
Massachusetts
$1.59M +$1.59M +31,148 New
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.56M +$998K +19,580 +176%
CC
220
Chanos & Company
New York
$1.54M +$1.54M +30,301 New
CB
221
Community Bank
New York
$1.53M +$509K +10,000 +50%
Deutsche Bank
222
Deutsche Bank
Germany
$1.53M +$932K +18,291 +156%
CPP
223
Crow Point Partners
Massachusetts
$1.51M +$1.51M +29,700 New
FA
224
Fortis Advisors
Pennsylvania
$1.51M +$1.31M +25,690 +646%
BAS
225
Brown Advisory Securities
Maryland
$1.51M +$2.85K +56 +0.2%