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iShares Treasury Floating Rate Bond ETF
TFLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
201
Prostatis Group
Maryland
$1.32M -$227K -4,487 -15%
MWS
202
MFA Wealth Services
California
$1.31M +$41.3K +816 +3%
PWP
203
Parkwoods Wealth Partners
New York
$1.29M +$252K +4,981 +24%
CB
204
Chris Bulman
California
$1.28M -$113K -2,226 -8%
AA
205
Advisory Advocates
Michigan
$1.27M +$485K +9,585 +61%
HTC
206
Haverford Trust Company
Pennsylvania
$1.27M -$65.9K -1,303 -5%
MWM
207
Maridea Wealth Management
New York
$1.27M +$136K +2,697 +12%
OC
208
Oppenheimer & Co
New York
$1.24M -$574K -11,355 -32%
SAM
209
Secure Asset Management
Michigan
$1.21M -$10.3K -203 -0.8%
MMA
210
Miracle Mile Advisors
California
$1.19M -$1.12M -22,133 -48%
DWG
211
Darden Wealth Group
Michigan
$1.19M -$11.4K -225 -0.9%
MRP
212
Measured Risk Portfolios
California
$1.11M +$45.2K +894 +4%
TSS
213
Two Sigma Securities
New York
$1.11M +$1.11M +21,887 New
LPFG
214
Landing Point Financial Group
Ohio
$1.11M +$1.11M +21,878 New
TFS
215
Thoroughbred Financial Services
Tennessee
$1.11M -$95.2K -1,883 -8%
IP
216
Indivisible Partners
Florida
$1.08M +$477K +9,428 +79%
IFG
217
Independent Financial Group
California
$1.07M -$236K -4,675 -18%
KWM
218
Keebeck Wealth Management
Illinois
$1.05M – – –
TWCA
219
Two West Capital Advisors
Kansas
$1.05M +$8.09K +160 +0.8%
WWA
220
WCG Wealth Advisors
Nevada
$1.02M +$286K +5,661 +39%
PCM
221
Price Capital Management
Louisiana
$1.01M +$1.01M +20,000 New
KWA
222
Kingswood Wealth Advisors
California
$996K -$13.9K -275 -1%
MA
223
MONECO Advisors
Connecticut
$991K +$27.1K +536 +3%
P
224
&Partners
Tennessee
$982K +$580K +11,471 +145%
IWM
225
IHT Wealth Management
Illinois
$940K +$303K +5,994 +48%
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9
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