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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
301
Austin Private Wealth
Texas
$315K -$26.4K -523 -8%
FHA
302
First Horizon Advisors
Tennessee
$311K +$125K +2,470 +67%
WTC
303
WhitTier Trust Company
Nevada
$310K +$309K +6,123 New
HNB
304
Huntington National Bank
Ohio
$304K – – –
AP
305
Aspect Partners
Virginia
$303K +$303K +5,991 New
DADC
306
D.A. Davidson & Co
Montana
$293K +$21.3K +421 +8%
SF
307
Safeguard Financial
Wisconsin
$292K +$2.02K +40 +0.7%
CA
308
Calton & Associates
Florida
$289K -$135K -2,664 -32%
WIA
309
World Investment Advisors
California
$284K -$92K -1,820 -24%
AWM
310
Adams Wealth Management
Utah
$282K +$282K +5,574 New
CI
311
CacheTech Inc
Utah
$282K +$282K +5,574 New
LWM
312
Liberty Wealth Management
California
$281K -$9.09M -179,902 -97%
NL
313
Navalign LLC
California
$281K – – –
EFG
314
Embree Financial Group
Illinois
$268K -$28.9K -571 -10%
MHB
315
Midwest Heritage Bank
Iowa
$258K -$8.39K -166 -3%
WFA
316
WMG Financial Advisors
Tennessee
$252K – – –
TC
317
Trilogy Capital
California
$246K -$30.7K -608 -11%
BSTWA
318
Blake Schutter Theil Wealth Advisors
Ohio
$242K +$242K +4,782 New
QWP
319
Quotient Wealth Partners
Texas
$239K -$88.8K -1,758 -27%
GWM
320
Gibbs Wealth Management
Georgia
$239K -$16.5K -326 -6%
AFG
321
AFS Financial Group
Maryland
$236K +$236K +4,673 New
JIC
322
JRM Investment Counsel
Nebraska
$229K -$66.1K -1,308 -22%
LA
323
Lifeworks Advisors
Michigan
$229K +$24.3K +481 +12%
TJHA
324
Thomas J. Herzfeld Advisors
Florida
$226K – – –
PJSIMP
325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$226K -$26.3K -520 -10%
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13
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