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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
276
Cardinal Point Capital Management
Ontario, Canada
$1.51M +$179K +3,540 +13%
HA
277
Hamel Associates
New Jersey
$1.5M +$1.51M +29,800 New
SAW
278
Signal Advisors Wealth
Michigan
$1.5M +$1.5M +29,680 New
MWM
279
Mosley Wealth Management
California
$1.47M +$1.47M +29,039 New
CF
280
Clarity Financial
Texas
$1.46M -$28.9K -571 -2%
MW
281
Maia Wealth
Colorado
$1.45M +$1.45M +28,633 New
RFP
282
RCS Financial Planning
Maryland
$1.44M +$357K +7,066 +33%
CF
283
Centaurus Financial
California
$1.43M +$114K +2,260 +9%
MWM
284
Maripau Wealth Management
Indiana
$1.42M -$63.9K -1,263 -4%
OWMIAS
285
One Wealth Management Investment & Advisory Services
Florida
$1.41M +$1.42M +27,974 New
MYIA
286
Mount Yale Investment Advisors
Colorado
$1.39M -$32.7K -646 -2%
MWA
287
MN Wealth Advisors
Kansas
$1.39M +$1.39M +27,468 New
KIM
288
Karpus Investment Management
New York
$1.37M +$1.37M +27,150 New
AI
289
AXS Investments
New York
$1.36M -$2.28M -45,000 -63%
GWM
290
Geneos Wealth Management
Colorado
$1.35M -$453K -8,965 -25%
WP
291
WealthPLAN Partners
Nebraska
$1.35M +$301K +5,959 +29%
GC
292
Guidance Capital
Kentucky
$1.34M +$74.7K +1,476 +6%
TAM
293
Titleist Asset Management
Texas
$1.31M +$706K +13,952 +117%
NP
294
Nilsine Partners
Colorado
$1.3M +$1.3M +25,736 New
KV
295
Kickstand Ventures
New York
$1.29M -$4.88M -96,539 -79%
CFD
296
Creative Financial Designs
Indiana
$1.28M +$721K +14,252 +127%
LNC
297
Lincoln National Corp
Pennsylvania
$1.25M +$788K +15,580 +169%
AWA
298
Arkadios Wealth Advisors
Georgia
$1.24M -$30.9K -610 -2%
CIA
299
Concurrent Investment Advisors
Florida
$1.22M +$1.23M +24,236 New
SWP
300
ShoreHaven Wealth Partners
New Jersey
$1.22M +$965K +19,078 +375%
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