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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
401
Emergent Wealth Advisors
New York
– -$889K -17,558 Closed
Marex Group
402
Marex Group
– -$861K -17,000 Closed
TWM
403
TSA Wealth Management
Texas
– -$854K -16,854 Closed
SRSA
404
S.R. Schill & Associates
Washington
– -$742K -14,651 Closed
RPGK
405
Retirement Planning Group (Kansas)
Kansas
– -$741K -14,632 Closed
SB
406
Strategic Blueprint
Georgia
– -$622K -12,276 Closed
RFG
407
Range Financial Group
Oregon
– -$573K -11,319 Closed
JB Capital
408
JB Capital
Connecticut
– -$528K -10,429 Closed
MAM
409
Mainsail Asset Management
Alabama
– -$526K -10,383 Closed
PA
410
Parkside Advisors
California
– -$514K -10,150 Closed
Old Mission Capital
411
Old Mission Capital
Illinois
– -$440K -8,694 Closed
MCC
412
Maiden Cove Capital
Maine
– -$420K -8,325 Closed
SFO
413
Stokes Family Office
Louisiana
– -$351K -6,933 Closed
Simplicity Wealth
414
Simplicity Wealth
New Jersey
– -$346K -6,828 Closed
Sigma Planning Corp
415
Sigma Planning Corp
Michigan
– -$338K -6,666 Closed
CFG
416
Cooper Financial Group
California
– -$329K -6,487 Closed
FWP
417
Firethorn Wealth Partners
Georgia
– -$327K -6,445 Closed
PFG
418
PAX Financial Group
Texas
– -$320K -6,322 Closed
CICC
419
Capital Investment Counsel (Colorado)
Colorado
– -$314K -6,191 Closed
MIS
420
Morningstar Investment Services
Illinois
– -$306K -6,047 Closed
FGA
421
Fortis Group Advisors
New Jersey
– -$287K -5,669 Closed
SHJ
422
Sharkey, Howes & Javer
Colorado
– -$281K -5,551 Closed
HGWM
423
Horst & Graben Wealth Management
Oregon
– -$273K -5,379 Closed
BWP
424
BSW Wealth Partners
Colorado
– -$266K -5,249 Closed
IWA
425
Icon Wealth Advisors
Texas
– -$252K -4,970 Closed
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17
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