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Goldman Sachs Access Treasury 0-1 Year ETF
GBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
251
North Berkeley Wealth Management
California
$551K +$552K +5,515 New
RPA
252
Rock Point Advisors
Vermont
$548K -$50K -500 -8%
IPAM
253
Investment Partners Asset Management
New Jersey
$544K -$6.2K -62 -1%
BAM
254
Belpointe Asset Management
Nevada
$532K +$249K +2,487 +88%
KLI
255
Kelman-Lazarov Inc
Tennessee
$528K -$120K -1,196 -18%
FCM
256
Fourpath Capital Management
Oklahoma
$526K +$152K +1,515 +40%
TWM
257
Tradition Wealth Management
Minnesota
$511K +$11.4K +114 +2%
PTC
258
Private Trust Company
Ohio
$507K +$97.2K +971 +24%
HPA
259
High Probability Advisors
New York
$484K +$4.7K +47 +1%
NP
260
NorthRock Partners
Minnesota
$480K +$481K +4,806 New
FSA
261
Fort Sheridan Advisors
Illinois
$469K +$218K +2,176 +87%
CAM
262
Concorde Asset Management
Michigan
$467K +$468K +4,677 New
SFG
263
Synergy Financial Group
California
$437K +$77.4K +773 +21%
LSPW
264
Lake Street Private Wealth
Illinois
$431K -$5.1K -51 -1%
SAI
265
Savvy Advisors Inc
New York
$412K +$10.5K +105 +3%
GWM
266
Geneos Wealth Management
Colorado
$401K +$131K +1,312 +49%
TBC
267
Ted Buchan & Co
California
$400K – – –
CAM
268
Cresset Asset Management
Illinois
$395K +$20.9K +209 +6%
LPAM
269
Lodestar Private Asset Management
California
$389K +$390K +3,897 New
TA
270
TKG Advisors
Indiana
$382K -$40.1K -401 -10%
RF
271
RHS Financial
California
$366K -$51.4K -514 -12%
SFWC
272
Strategic Family Wealth Counselors
New Jersey
$359K +$138K +1,376 +62%
IFG
273
Independent Financial Group
California
$345K -$226K -2,256 -40%
FWP
274
Falcon Wealth Planning
California
$343K +$122K +1,217 +55%
IA
275
IFP Advisors
Florida
$341K -$25.8K -258 -7%
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11
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