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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
351
Private Management Group
California
$669K +$667K +6,643 New
CTC
352
Central Trust Company
Missouri
$668K -$1.19M -11,817 -64%
SP
353
Successful Portfolios
Florida
$668K +$666K +6,631 New
AWE
354
Avidian Wealth Enterprises
Texas
$662K – – –
PIM
355
Provident Investment Management
Michigan
$656K -$309K -3,081 -32%
QPWM
356
Quadrant Private Wealth Management
Pennsylvania
$625K -$269K -2,678 -30%
WWM
357
WT Wealth Management
Arizona
$623K -$460K -4,583 -43%
TW
358
Transform Wealth
Colorado
$622K -$10.5M -104,443 -94%
DWMS
359
Dominguez Wealth Management Solutions
Virginia
$622K +$620K +6,175 New
PAS
360
Park Avenue Securities
New York
$593K +$592K +5,892 New
ML
361
McAdam LLC
Pennsylvania
$585K +$165K +1,644 +39%
FCM
362
Fourpath Capital Management
Oklahoma
$581K +$580K +5,773 New
OWM
363
Opes Wealth Management
California
$553K -$48.2K -480 -8%
SAM
364
Secure Asset Management
Michigan
$550K -$131K -1,304 -19%
VCP
365
Verus Capital Partners
Arizona
$540K +$41.6K +414 +8%
EBA
366
Eagle Bay Advisors
New York
$539K +$237K +2,358 +79%
GVAG
367
Great Valley Advisor Group
Delaware
$534K +$532K +5,300 New
SIC
368
Salem Investment Counselors
North Carolina
$531K +$17.4K +173 +3%
LA
369
Latitude Advisors
Florida
$523K +$10K +100 +2%
WCM
370
Windham Capital Management
Massachusetts
$519K +$518K +5,157 New
RIA
371
Regal Investment Advisors
Michigan
$519K +$3.01K +30 +0.6%
PTC
372
Private Trust Company
Ohio
$512K +$121K +1,205 +31%
FFA
373
Farther Finance Advisors
California
$506K +$16.9K +168 +3%
TI
374
Trexquant Investment
Connecticut
$504K +$503K +5,009 New
BIG
375
Boothe Investment Group
Delaware
$503K – – –
13 14
15
16 17