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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$305K +$189K +1,882 +164%
WFAG
477
Wescott Financial Advisory Group
Pennsylvania
$303K +$303K +3,012 New
WWM
478
Whalen Wealth Management
Nevada
$302K -$823K -8,191 -73%
WIM
479
Wittenberg Investment Management
Massachusetts
$302K +$50.3K +500 +20%
FPCP
480
Fort Point Capital Partners
California
$290K -$262K -2,605 -47%
BWM
481
Birchcreek Wealth Management
Ohio
$288K +$29.3K +292 +11%
BIP
482
Blueprint Investment Partners
North Carolina
$287K -$1.67M -16,597 -85%
UCB
483
United Community Bank
South Carolina
$285K +$76.6K +762 +37%
PWA
484
Prairie Wealth Advisors
Nebraska
$283K +$283K +2,815 New
CIM
485
Contravisory Investment Management
Massachusetts
$275K +$275K +2,735 New
RCM
486
Regency Capital Management
Hawaii
$275K +$274K +2,730 New
MA
487
Mutual Advisors
Nebraska
$270K -$89.6K -891 -25%
CA
488
Claro Advisors
Massachusetts
$267K -$685K -6,811 -72%
SF
489
Synovus Financial
Georgia
$267K +$5.63K +56 +2%
BBI
490
Baxter Bros Inc
Connecticut
$264K +$2.21K +22 +0.8%
CAG
491
Csenge Advisory Group
Florida
$263K -$159K -1,583 -38%
BA
492
Bristlecone Advisors
Washington
$260K -$55.3K -550 -18%
OC
493
Oarsman Capital
Wisconsin
$259K +$259K +2,575 New
SCA
494
Stuart Chaussee & Associates
California
$258K – – –
TI
495
Tidal Investments
Wisconsin
$257K +$257K +2,555 New
SF
496
Symphony Financial
Texas
$257K – – –
SWM
497
SeaCrest Wealth Management
New York
$254K +$1.91K +19 +0.8%
SWPG
498
Strategic Wealth Partners Group
Illinois
$253K -$9.25K -92 -4%
SCP
499
Shorepoint Capital Partners
Massachusetts
$253K -$25.4M -252,922 -99%
LHWM
500
Lake Hills Wealth Management
Texas
$253K -$4.08M -40,572 -94%
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