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iShares Treasury Floating Rate Bond ETF
TFLO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 325 M -USD 16.6 M -328,932 -5%
Bank of America
2
Bank of America
North Carolina
USD 284 M -USD 108 M -2,133,839 -28%
Morgan Stanley
3
Morgan Stanley
New York
USD 160 M -USD 24.2 M -478,627 -13%
UBS Group
4
UBS Group
Switzerland
USD 105 M +USD 2.1 M +41,475 +2%
Wealthspire Advisors (New York)
5
Wealthspire Advisors (New York)
New York
USD 81 M -USD 9.8 M -192,956 -11%
Financial Advisory Corporation
6
Financial Advisory Corporation
Michigan
USD 80.5 M +USD 4.83 M +95,596 +6%
Mariner
7
Mariner
Kansas
USD 80.3 M +USD 1.23 M +24,294 +2%
BIP Wealth
8
BIP Wealth
Georgia
USD 77 M +USD 11 M +218,469 +17%
Raymond James Financial
9
Raymond James Financial
Florida
USD 68.8 M +USD 14.5 M +287,148 +27%
Arbor Investment Advisors
10
Arbor Investment Advisors
North Carolina
USD 67.1 M -USD 585 k -11,571 -0.9%
Wells Fargo
11
Wells Fargo
California
USD 65.3 M +USD 6.3 M +124,643 +11%
Capital Asset Advisory Services
12
Capital Asset Advisory Services
Michigan
USD 61.6 M +USD 1.68 M +33,295 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 59.6 M +USD 7.75 M +153,348 +15%
Axxcess Wealth Management
14
Axxcess Wealth Management
California
USD 59.3 M +USD 59.2 M +1,171,791 Nuevas
Osaic Holdings
15
Osaic Holdings
Arizona
USD 55.7 M +USD 5.19 M +102,739 +10%
Brookstone Capital Management
16
Brookstone Capital Management
Illinois
USD 55.5 M +USD 1.57 M +31,145 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 52.5 M -USD 36 M -712,849 -41%
SI
18
Stash Investments
New York
USD 51.2 M +USD 5.29 M +104,557 +12%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
USD 50.4 M -USD 2.08 M -41,172 -4%
RI
20
Rinkey Investments
California
USD 48.7 M +USD 8.31 M +164,450 +21%
Stock Yards Bank & Trust
21
Stock Yards Bank & Trust
Kentucky
USD 45.1 M -USD 845 k -16,714 -2%
NQWM
22
Northwest Quadrant Wealth Management
Oregon
USD 43.7 M -USD 13.7 M -271,855 -24%
WFS
23
Walker Financial Services
Kentucky
USD 43.1 M +USD 3.81 M +75,265 +10%
AlphaCore Capital
24
AlphaCore Capital
California
USD 41.4 M -USD 788 k -15,591 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 41.3 M -USD 2.07 M -40,998 -5%
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