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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
451
New Century Financial Group
New Jersey
$584K +$583K +5,798 New
MWM
452
Modera Wealth Management
New Jersey
$583K +$339K +3,371 +139%
BFWM
453
Bright Futures Wealth Management
New York
$580K -$33.2K -330 -5%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$575K +$574K +5,711 New
BAM
455
Belpointe Asset Management
Nevada
$574K -$1.91M -19,036 -77%
OAS
456
Optivise Advisory Services
Tennessee
$555K +$554K +5,511 New
ERIC
457
Eagle Rock Investment Company
Georgia
$554K – – –
GG
458
Greenwood Gearhart
Arkansas
$550K – – –
DC
459
Davenport & Co
Virginia
$549K -$57.5K -572 -9%
GSEP
460
Golden State Equity Partners
California
$525K +$524K +5,212 New
WC
461
Waterloo Capital
Texas
$522K -$835K -8,308 -62%
TCFP
462
Treasure Coast Financial Planning
Florida
$517K – – –
IAN
463
Integrated Advisors Network
Texas
$514K -$122K -1,214 -19%
VCM
464
Vision Capital Management
Oregon
$511K +$13.4K +133 +3%
PG
465
Prostatis Group
Maryland
$508K +$507K +5,045 New
BIG
466
Boothe Investment Group
Delaware
$502K – – –
RC
467
Roundview Capital
New Jersey
$500K +$499K +4,965 New
MA
468
Mutual Advisors
Nebraska
$499K +$228K +2,273 +85%
CAWM
469
Capital Advisors Wealth Management
Washington
$490K +$489K +4,865 New
GIM
470
Guild Investment Management
California
$488K +$488K +4,850 New
CCM
471
Chilton Capital Management
Texas
$485K -$171K -1,705 -26%
NCM
472
New Capital Management
Texas
$480K -$40K -398 -8%
SB
473
Strategic Blueprint
Georgia
$466K +$138K +1,370 +42%
CW
474
CreativeOne Wealth
Kansas
$464K +$31.7K +315 +7%
SJL
475
Shayne & Jacobs LLC
Tennessee
$463K +$462K +4,600 New
17 18
19
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