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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Calton & Associates
Florida
$896K +$898K +17,760 New
BWA
327
BCU Wealth Advisors
Illinois
$896K +$898K +17,745 New
LA
328
Lane & Associates
New Jersey
$889K +$81.7K +1,616 +10%
CWA
329
Clearview Wealth Advisors
Oregon
$886K +$49.9K +986 +6%
SFG
330
Sovereign Financial Group
Connecticut
$858K +$61.7K +1,219 +8%
ACA
331
Aptus Capital Advisors
Alabama
$855K +$407K +8,048 +90%
GWANC
332
Guardian Wealth Advisors (North Carolina)
North Carolina
$855K +$535K +10,569 +166%
BEC
333
Blue Edge Capital
Virginia
$855K -$1.31M -25,861 -60%
DWG
334
Darden Wealth Group
Michigan
$844K +$846K +16,721 New
CCFM
335
Clear Creek Financial Management
Washington
$840K +$607K +11,998 +259%
CAL
336
Capital Analysts LLC
Pennsylvania
$814K -$21.5K -425 -3%
TPWA
337
Twin Peaks Wealth Advisors
California
$802K +$804K +15,897 New
CWP
338
Core Wealth Partners
California
$802K -$215K -4,255 -21%
PAWA
339
Palo Alto Wealth Advisors
California
$784K +$785K +15,525 New
IFWM
340
Institute for Wealth Management
Colorado
$782K +$579K +11,446 +283%
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$773K -$747K -14,771 -49%
IWM
342
IHT Wealth Management
Illinois
$772K -$30.7K -607 -4%
SPI
343
Sutton Place Investors
New York
$759K -$33.2K -656 -4%
AA
344
Ancora Advisors
Ohio
$757K +$27.4K +542 +4%
MA
345
MONECO Advisors
Connecticut
$755K +$756K +14,953 New
PO
346
Private Ocean
California
$754K +$734K +14,512 +3,336%
PWM
347
PBMares Wealth Management
Virginia
$741K +$248K +4,897 +50%
BAM
348
BTS Asset Management
Massachusetts
$735K +$194K +3,840 +36%
HIM
349
Hanlon Investment Management
New Jersey
$725K -$189K -3,731 -21%
LA
350
LexAurum Advisors
Kansas
$712K +$2.48K +49 +0.3%
12 13
14
15 16