We are live on ! Find out more
TFLO icon

iShares Treasury Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
151
Cardinal Point Capital Management
Ontario, Canada
$1.48M +$1.48M +29,330 New
CPWMP
152
Cardinal Point Wealth Management Partners
California
$1.48M +$1.48M +29,330 New
KAS
153
Kestra Advisory Services
Texas
$1.48M +$763K +15,105 +107%
CF
154
Clarity Financial
Texas
$1.46M -$46.4M -918,476 -97%
TMWM
155
Taylor & Morgan Wealth Management
Michigan
$1.45M +$1.45M +28,696 New
PFO
156
Pathstone Family Office
New Jersey
$1.44M
TCA
157
Transcend Capital Advisors
New Jersey
$1.41M +$67.6K +1,339 +5%
CWA
158
Capital Wealth Alliance
Arizona
$1.32M +$691K +13,691 +110%
AIP
159
Almanack Investment Partners
Pennsylvania
$1.28M +$1.28M +25,285 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$1.25M +24,807 New
DWM
161
Destination Wealth Management
California
$1.25M +$261K +5,161 +26%
RA
162
RFG Advisory
Alabama
$1.2M +$258K +5,114 +27%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$1.19M -$2.65M -52,401 -69%
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18M -$455K -9,019 -28%
CA
165
Cetera Advisors
Colorado
$1.07M -$2.29M -45,320 -68%
TSS
166
Two Sigma Securities
New York
$1.06M +$1.05M +20,866 New
AWM
167
AllSquare Wealth Management
New York
$1.04M +$1.04M +20,570 New
SWA
168
Strata Wealth Advisors
Texas
$1.01M +$555K +10,993 +122%
FFA
169
Farther Finance Advisors
California
$1.01M +$494K +9,784 +96%
ASN
170
Advisory Services Network
Georgia
$990K +$233K +4,624 +31%
MFG
171
Magnus Financial Group
New York
$987K +$985K +19,500 New
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$962K -$291K -5,763 -23%
MCI
173
MRP Capital Investments
Georgia
$933K -$2.56M -50,741 -73%
KWA
174
KCS Wealth Advisory
California
$894K +$609K +12,060 +215%
BAM
175
Belpointe Asset Management
Nevada
$887K +$628K +12,435 +244%