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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMNJ
551
Quantum Capital Management (New Jersey)
New Jersey
$245K -$93.5K -930 -28%
HI
552
Harbour Investments
Wisconsin
$241K +$1.51K +15 +0.6%
CFC
553
Coyle Financial Counsel
Illinois
$239K – – –
PCIA
554
Prime Capital Investment Advisors
Kansas
$237K -$69.9K -695 -23%
QPWM
555
Quadrant Private Wealth Management
Pennsylvania
$235K -$306K -3,041 -57%
IA
556
Insight Advisors
Pennsylvania
$234K -$6.03K -60 -3%
CA
557
Crane Advisory
California
$232K +$233K +2,314 New
BOSSRA
558
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +2,246 New
SBIA
559
Sheaff Brock Investment Advisors
Indiana
$224K +$1.31K +13 +0.6%
SWA
560
Sightline Wealth Advisors
Connecticut
$223K +$223K +2,215 New
DWM
561
Diversify Wealth Management
Utah
$222K +$223K +2,215 New
SWM
562
Spire Wealth Management
Virginia
$221K +$3.12K +31 +1%
PTC
563
Private Trust Company
Ohio
$221K -$143K -1,425 -39%
SHFP
564
Second Half Financial Partners
Florida
$220K +$219K +2,183 New
EFG
565
Ehrlich Financial Group
California
$219K -$3.02K -30 -1%
SMH
566
Sanders Morris Harris
Texas
$214K +$214K +2,129 New
SWA
567
Strata Wealth Advisors
Texas
$214K +$213K +2,121 New
ZIC
568
ZWJ Investment Counsel
Georgia
$211K +$211K +2,099 New
APP
569
Avantax Planning Partners
Iowa
$211K -$5.03K -50 -2%
BDWCC
570
B&D White Capital Company
Texas
$210K – – –
FCI
571
Financial Counselors Inc
Kansas
$209K – – –
W
572
WealthCollab
Washington
$208K +$2.71K +27 +1%
BDFN
573
Bond & Devick Financial Network
Minnesota
$207K – – –
KC
574
Kingfisher Capital
North Carolina
$207K -$377K -3,750 -65%
TCM
575
Traynor Capital Management
Pennsylvania
$204K +$204K +2,030 New
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