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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
401
Oak Harvest Investment Services
Texas
$1.87M +$458K +4,557 +32%
PAS
402
Park Avenue Securities
New York
$1.84M +$681K +6,783 +59%
CP
403
Capital Planning
Washington
$1.82M +$1.62M +16,149 +812%
TLFA
404
True Link Financial Advisors
California
$1.82M +$13.4K +133 +0.7%
CWM
405
Congress Wealth Management
Massachusetts
$1.82M -$1.72M -17,103 -49%
LEA
406
Legacy Edge Advisors
New York
$1.81M -$1.56M -15,482 -46%
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$1.79M +$1.79M +17,861 +1,786,100%
SW
408
Simplicity Wealth
New Jersey
$1.78M +$940K +9,353 +111%
AFP
409
Alpha Financial Partners
Kentucky
$1.78M +$1.78M +17,721 New
FSG
410
Financial Strategies Group
Michigan
$1.77M +$280K +2,784 +19%
EBA
411
Eagle Bay Advisors
New York
$1.75M +$76K +757 +5%
TCOV
412
Trust Company of Vermont
Vermont
$1.75M +$1.76M +17,490 New
SCM
413
Sheridan Capital Management
California
$1.74M -$41.8K -416 -2%
UB
414
UMB Bank
Missouri
$1.71M +$1.71M +17,025 New
SFP
415
SwitchPoint Financial Planning
Utah
$1.69M +$1.7M +16,895 New
PWM
416
Partners Wealth Management
California
$1.69M +$1.69M +16,866 New
GAM
417
Gotham Asset Management
New York
$1.69M – – –
RCM
418
Raleigh Capital Management
North Carolina
$1.69M +$1.69M +16,814 +1,681,400%
EWP
419
Elevation Wealth Partners
California
$1.69M +$1.69M +16,808 New
IF
420
Intrua Financial
Texas
$1.67M -$32.2K -321 -2%
MWM
421
Meridian Wealth Management
Kentucky
$1.66M +$444K +4,417 +36%
GWP
422
Gateway Wealth Partners
Wisconsin
$1.63M +$446K +4,435 +38%
CAM
423
Congress Asset Management
Massachusetts
$1.61M -$1.89M -18,836 -54%
RCM
424
Regency Capital Management
Hawaii
$1.61M +$138K +1,377 +9%
WAM
425
WealthTrust Asset Management
Florida
$1.6M +$1.6M +15,924 New
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