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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
251
Prospera Financial Services
Texas
$669K -$80.6K -1,594 -11%
ACM
252
Andina Capital Management
Utah
$657K +$656K +12,976 New
LSIA
253
LaSalle St. Investment Advisors
Illinois
$645K +$4.91K +97 +0.8%
MCI
254
MRP Capital Investments
Georgia
$643K – – –
LI
255
LRI Investments
Florida
$640K +$639K +12,638 New
SAI
256
Savvy Advisors Inc
New York
$638K +$273K +5,391 +75%
PS
257
Principal Securities
Iowa
$631K -$75.1K -1,486 -11%
T
258
Tidemark
California
$618K +$30.9K +612 +5%
NL
259
NWAM LLC
Washington
$611K +$317K +6,261 +108%
MAM
260
Milestone Asset Management
Pennsylvania
$599K +$140K +2,764 +30%
SW
261
SVB Wealth
Massachusetts
$599K +$22.8K +450 +4%
CC
262
Cypress Capital
Tennessee
$593K -$121K -2,394 -17%
WPC
263
Wedmont Private Capital
Pennsylvania
$580K +$310K +6,140 +115%
SW
264
Simplicity Wealth
New Jersey
$577K -$2.17K -43 -0.4%
SPC
265
Spirepoint Private Client
Florida
$567K – – –
DWM
266
Diversify Wealth Management
Utah
$551K -$33.4K -660 -6%
DAS
267
Diversify Advisory Services
Utah
$551K +$550K +10,877 New
IAN
268
Integrated Advisors Network
Texas
$549K +$549K +10,853 New
GWM
269
Geneos Wealth Management
Colorado
$545K +$37.5K +741 +7%
AA
270
Ascent Advisors
Minnesota
$538K +$384K +7,594 +248%
VA
271
Valmark Advisers
Ohio
$538K -$2.68K -53 -0.5%
HI
272
Harbour Investments
Wisconsin
$534K -$115K -2,265 -18%
EWP
273
Evergreen Wealth Partners
Montana
$527K -$4.85K -96 -0.9%
EGA
274
Eagle Global Advisors
Texas
$525K -$9.76K -193 -2%
UCFA
275
United Capital Financial Advisors
Texas
$517K -$7.53M -148,889 -94%
9 10
11
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