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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
601
Atlas Private Wealth Advisors
New Jersey
– -$7.51M -74,606 Closed
AWM
602
Accurate Wealth Management
Florida
– -$6.76M -67,295 Closed
PEA
603
Park Edge Advisors
Ohio
– -$3.85M -38,196 Closed
SPWM
604
Spartan Planning & Wealth Management
North Carolina
– -$3.7M -36,752 Closed
WAS
605
Winch Advisory Services
Wisconsin
– -$3.67M -36,444 Closed
WP
606
WealthPLAN Partners
Nebraska
– -$3.25M -32,249 Closed
Citadel Advisors
607
Citadel Advisors
Florida
– -$2.31M -22,935 Closed
Vise Technologies
608
Vise Technologies
New York
– -$2.07M -20,611 Closed
Wedmont Private Capital
609
Wedmont Private Capital
Pennsylvania
– -$1.6M -15,966 Closed
WA
610
Win Advisors
Florida
– -$1.47M -14,639 Closed
WP
611
Westmount Partners
California
– -$1.15M -11,425 Closed
DWP
612
Destiny Wealth Partners
Florida
– -$1.04M -10,372 Closed
SFO
613
Stokes Family Office
Louisiana
– -$772K -7,667 Closed
SOS
614
Silver Oak Securities
Tennessee
– -$745K -7,404 Closed
ACG
615
Allen Capital Group
Nebraska
– -$697K -6,951 Closed
TW
616
Transform Wealth
Colorado
– -$622K -6,176 Closed
WCM
617
Windham Capital Management
Massachusetts
– -$519K -5,157 Closed
Trexquant Investment
618
Trexquant Investment
Connecticut
– -$504K -5,009 Closed
ATC
619
Argent Trust Co
Tennessee
– -$503K -4,992 Closed
MSFS
620
Main Street Financial Solutions
Pennsylvania
– -$487K -4,838 Closed
BAM
621
BTS Asset Management
Massachusetts
– -$450K -4,470 Closed
EW
622
Evoke Wealth
California
– -$397K -3,939 Closed
PI
623
PFG Investments
New York
– -$364K -3,618 Closed
DG
624
DMC Group
Alabama
– -$342K -3,397 Closed
SMH
625
Sanders Morris Harris
Texas
– -$283K -2,815 Closed
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