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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
376
Heritage Wealth Management (California)
California
$5.16M +$1.06M +10,537 +26%
CIA
377
Concurrent Investment Advisors
Florida
$5.15M -$6.64M -66,034 -56%
IWM
378
Integris Wealth Management
California
$5.12M +$2.38M +23,633 +86%
PFS
379
Prospera Financial Services
Texas
$5.06M +$2.43M +24,196 +92%
CAWM
380
Capital Advisors Wealth Management
Washington
$5.05M -$3.99M -39,726 -44%
CL
381
COWA LLC
Oklahoma
$5.04M +$1.1M +10,908 +28%
EWM
382
Evermay Wealth Management
Virginia
$5.04M +$1.09M +10,835 +28%
CP
383
Clayton Partners
California
$4.83M -$67.6K -673 -1%
WMA
384
West Michigan Advisors
Michigan
$4.8M +$1.91M +19,047 +66%
CWP
385
Core Wealth Partners
California
$4.8M -$524K -5,219 -10%
NS
386
NBC Securities
Alabama
$4.79M +$405K +4,028 +9%
GSWM
387
Golden State Wealth Management
California
$4.74M +$251K +2,495 +6%
CSP
388
Cary Street Partners
Virginia
$4.71M +$201K +2,000 +4%
FGA
389
Fortis Group Advisors
New Jersey
$4.7M -$874K -8,696 -16%
AP
390
Americana Partners
Texas
$4.63M -$82.8K -824 -2%
OC
391
Oppenheimer & Co
New York
$4.62M +$2.8M +27,900 +154%
IWC
392
Integrated Wealth Concepts
Massachusetts
$4.56M -$2.54M -25,305 -36%
MWM
393
Marion Wealth Management
Pennsylvania
$4.55M -$20.9K -208 -0.5%
BWS
394
Buck Wealth Strategies
Colorado
$4.5M -$292K -2,910 -6%
BAM
395
Belpointe Asset Management
Nevada
$4.5M -$34.8M -346,022 -89%
CPW
396
Cove Private Wealth
New York
$4.48M -$814K -8,100 -15%
EC
397
Enhancing Capital
Pennsylvania
$4.46M – – –
SCA
398
Sensenig Capital Advisors
Pennsylvania
$4.46M +$4.47M +44,450 New
LCC
399
Lincoln Capital Corp
Rhode Island
$4.44M -$1.24M -12,372 -22%
CE
400
Cornerstone Enterprises
Wisconsin
$4.43M -$12.5M -124,054 -74%
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