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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
Win Advisors
Florida
$892K +$892K +17,673 New
CG
227
CFO4Life Group
Texas
$886K -$336K -6,654 -27%
CA
228
Calton & Associates
Florida
$856K -$112K -2,212 -12%
GVAG
229
Great Valley Advisor Group
Delaware
$848K +$50.6K +1,002 +6%
HIP
230
HUB Investment Partners
Texas
$838K +$839K +16,611 New
BWP
231
Balboa Wealth Partners
Arizona
$829K +$75.8K +1,500 +10%
NA
232
NewEdge Advisors
Louisiana
$815K +$33.4K +662 +4%
WA
233
WESPAC Advisors
California
$809K – – –
AA
234
Advisory Advocates
Michigan
$786K +$787K +15,586 New
MCM
235
MAI Capital Management
Ohio
$781K +$98.1K +1,942 +14%
SW
236
SVB Wealth
Massachusetts
$765K -$265K -5,250 -26%
EGA
237
Eagle Global Advisors
Texas
$763K +$145K +2,865 +23%
PFS
238
Prospera Financial Services
Texas
$752K -$99.1K -1,963 -12%
RFN
239
Redwood Financial Network
Ohio
$746K +$20.6K +407 +3%
RIA
240
Regal Investment Advisors
Michigan
$744K +$93.4K +1,849 +14%
WWA
241
WCG Wealth Advisors
Nevada
$730K +$731K +14,470 New
TFA
242
Transamerica Financial Advisors
Florida
$724K +$35.1K +696 +5%
PCIA
243
Prime Capital Investment Advisors
Kansas
$717K -$34.2K -678 -5%
MFG
244
Magnus Financial Group
New York
$687K -$236K -4,672 -26%
BEC
245
Blue Edge Capital
Virginia
$682K +$8.38K +166 +1%
PS
246
Principal Securities
Iowa
$680K -$98.1K -1,943 -13%
FF
247
Foundry Financial
California
$677K +$677K +13,414 New
GWM
248
Geneos Wealth Management
Colorado
$675K -$30.5K -604 -4%
SCM
249
Steele Capital Management
Iowa
$664K -$596K -11,800 -47%
KFGK
250
Keystone Financial Group (Kentucky)
Kentucky
$660K -$65.1K -1,289 -9%
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10
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