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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Mosley Wealth Management
California
– -$1.47M -29,039 Closed
RFP
477
RCS Financial Planning
Maryland
– -$1.44M -28,453 Closed
OWMIAS
478
One Wealth Management Investment & Advisory Services
Florida
– -$1.41M -27,974 Closed
MYIA
479
Mount Yale Investment Advisors
Colorado
– -$1.39M -27,572 Closed
WP
480
WealthPLAN Partners
Nebraska
– -$1.35M -26,674 Closed
TAM
481
Titleist Asset Management
Texas
– -$1.31M -25,875 Closed
CIA
482
Concurrent Investment Advisors
Florida
– -$1.22M -24,236 Closed
SWP
483
ShoreHaven Wealth Partners
New Jersey
– -$1.22M -24,166 Closed
WIA
484
World Investment Advisors
California
– -$1.15M -22,711 Closed
GWP
485
Gateway Wealth Partners
Wisconsin
– -$1.07M -21,197 Closed
PCM
486
Prelude Capital Management
New York
– -$1.01M -20,000 Closed
AWA
487
Arete Wealth Advisors
Illinois
– -$959K -19,002 Closed
MWS
488
Maxwell Wealth Strategies
California
– -$936K -18,549 Closed
BWA
489
BCU Wealth Advisors
Illinois
– -$896K -17,745 Closed
CCFM
490
Clear Creek Financial Management
Washington
– -$840K -16,636 Closed
CAL
491
Capital Analysts LLC
Pennsylvania
– -$814K -16,131 Closed
TPWA
492
Twin Peaks Wealth Advisors
California
– -$802K -15,897 Closed
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
– -$773K -15,307 Closed
SPI
494
Sutton Place Investors
New York
– -$759K -15,037 Closed
HIM
495
Hanlon Investment Management
New Jersey
– -$725K -14,373 Closed
TI
496
Trexquant Investment
Connecticut
– -$705K -13,968 Closed
OCPWS
497
One Charles Private Wealth Services
Massachusetts
– -$694K -13,755 Closed
LIA
498
LifePlan Investment Advisors
North Carolina
– -$671K -13,296 Closed
SWA
499
Strata Wealth Advisors
Texas
– -$643K -12,747 Closed
WFC
500
Western Financial Corp
California
– -$617K -12,222 Closed
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