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iShares Treasury Floating Rate Bond ETF
TFLO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vertex Planning Partners
26
Vertex Planning Partners
Illinois
USD 38.7 M -USD 13.9 M -275,147 -26%
Facet Wealth Inc
27
Facet Wealth Inc
Maryland
USD 34.8 M -USD 669 k -13,227 -2%
LWANC
28
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 33.4 M +USD 1.16 M +22,962 +4%
Stifel Financial
29
Stifel Financial
Missouri
USD 32.8 M -USD 9.1 M -179,940 -22%
Hartline Investment Corp
30
Hartline Investment Corp
Illinois
USD 26.9 M +USD 16.1 M +317,440 +149%
IFS
31
Ifrah Financial Services
Arkansas
USD 24.2 M -USD 1.87 M -37,054 -7%
AssetMark Inc
32
AssetMark Inc
California
USD 23.6 M -USD 9.7 M -192,496 -29%
MKT Advisors
33
MKT Advisors
California
USD 22.8 M +USD 1.34 M +26,505 +6%
Portfolio Design Labs
34
Portfolio Design Labs
California
USD 22.2 M +USD 4.99 M +98,727 +29%
J2 Capital Management
35
J2 Capital Management
Michigan
USD 22 M -USD 2.5 M -49,522 -10%
Summitry LLC
36
Summitry LLC
California
USD 20.9 M +USD 219 k +4,325 +1%
Farther Finance Advisors
37
Farther Finance Advisors
California
USD 20 M -USD 168 k -3,316 -0.8%
Beacon Financial Group
38
Beacon Financial Group
Texas
USD 19.3 M -USD 3.49 M -68,943 -15%
GeoWealth Management
39
GeoWealth Management
Illinois
USD 18.9 M -USD 12.7 M -250,765 -40%
Cardinal Point Capital Management
40
Cardinal Point Capital Management
Ontario, Canada
USD 18.9 M -USD 7.16 M -141,553 -28%
Midwest Financial Partners Investments
41
Midwest Financial Partners Investments
Minnesota
USD 18.8 M +USD 18.7 M +370,480 Nuevas
IFP Advisors
42
IFP Advisors
Florida
USD 18.4 M +USD 3.39 M +66,964 +23%
Ascent Group
43
Ascent Group
Virginia
USD 18.2 M +USD 4.19 M +82,792 +30%
Luminist Capital
44
Luminist Capital
Michigan
USD 18 M -USD 8.17 M -161,550 -36%
Global Retirement Partners
45
Global Retirement Partners
California
USD 17.9 M +USD 17.9 M +354,341 Nuevas
Weaver Consulting Group
46
Weaver Consulting Group
California
USD 17.2 M -USD 1.9 M -37,509 -10%
AllGen Financial Advisors
47
AllGen Financial Advisors
Florida
USD 17 M +USD 16.3 M +323,210 +2,762%
ATI
48
ARK & TLK Investments
Oklahoma
USD 15.7 M -USD 6.41 M -126,703 -29%
Castle Rock Wealth Management
49
Castle Rock Wealth Management
California
USD 15.4 M +USD 5.11 k +101 +0%
Jones Financial Companies
50
Jones Financial Companies
Missouri
USD 15.1 M -USD 983 k -19,447 -6%
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