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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
LifePlan Financial Group
Ohio
$3.39M +$769K +15,159 +29%
GFPC
202
Global Financial Private Capital
Florida
$3.34M -$50.1K -988 -1%
FEG
203
Financial Enhancement Group
Indiana
$3.33M
LFPWM
204
Leicht Financial Planning & Wealth Management
New Jersey
$3.29M +$1.81M +35,583 +120%
HFS
205
HL Financial Services
Kentucky
$3.27M -$280K -5,528 -8%
AAS
206
Annex Advisory Services
Wisconsin
$3.26M +$3.29M +64,794 New
CAAS
207
Capital Asset Advisory Services
Michigan
$3.26M +$141K +2,780 +4%
TSS
208
Two Sigma Securities
New York
$3.26M -$169K -3,337 -5%
BFG
209
Barber Financial Group
Kansas
$3.07M -$216K -4,257 -7%
BFG
210
Beacon Financial Group
Texas
$3.05M -$2.6M -51,244 -46%
PIM
211
Penobscot Investment Management
Massachusetts
$2.98M -$90.8K -1,790 -3%
WIC
212
Woodmont Investment Counsel
Tennessee
$2.95M
CTA
213
Chesley Taft & Associates
Illinois
$2.92M +$635K +12,525 +28%
TD Asset Management
214
TD Asset Management
Ontario, Canada
$2.9M +$566K +11,156 +24%
PFA
215
Pinnacle Family Advisors
Missouri
$2.86M -$317K -6,252 -10%
ECM
216
ETrade Capital Management
Virginia
$2.83M -$3.72M -73,231 -57%
Mariner
217
Mariner
Kansas
$2.83M +$1.01M +19,948 +55%
OMC
218
Old Mission Capital
Illinois
$2.83M +$2.85M +56,155 New
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$2.83M +$1.15M +22,643 +68%
OIA
220
OneDigital Investment Advisors
Kansas
$2.82M -$609K -12,000 -18%
AWMG
221
Alliance Wealth Management Group
New Jersey
$2.8M +$1.89M +37,208 +202%
CC
222
Courier Capital
New York
$2.76M +$99.8K +1,968 +4%
BAM
223
Belpointe Asset Management
Nevada
$2.76M +$781K +15,391 +39%
Millennium Management
224
Millennium Management
New York
$2.73M -$2.31M -45,482 -46%
APP
225
Avantax Planning Partners
Iowa
$2.7M +$2.54M +50,100 +1,414%