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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
601
XY Planning Network
Montana
$665K +$664K +6,602 New
SIM
602
SSI Investment Management
California
$663K – – –
BWP
603
Burling Wealth Partners
Illinois
$655K +$654K +6,508 New
WIM
604
Wittenberg Investment Management
Massachusetts
$654K – – –
RCAG
605
Rehmann Capital Advisory Group
Michigan
$652K +$101 +1 +0%
SAI
606
Savvy Advisors Inc
New York
$646K +$645K +6,419 New
WCFA
607
Walkner Condon Financial Advisors
Wisconsin
$637K +$636K +6,329 New
EWM
608
Empirical Wealth Management
Washington
$629K +$20.1K +200 +3%
MFA
609
McClarren Financial Advisors
Pennsylvania
$621K +$422K +4,201 +210%
TCM
610
Triumph Capital Management
Colorado
$619K -$119K -1,180 -16%
CPL
611
CAP Partners LLC
Tennessee
$617K +$616K +6,132 New
GB
612
Goepper Burkhardt
South Carolina
$614K +$613K +6,101 New
OAS
613
Optivise Advisory Services
Tennessee
$607K +$24.2K +241 +4%
CCA
614
Clearwater Capital Advisors
Illinois
$607K -$64.2K -639 -10%
UFM
615
Ursa Fund Management
California
$604K +$603K +6,000 New
DF
616
DecisionPoint Financial
Arizona
$602K – – –
BWL
617
Bogart Wealth LLC
Virginia
$594K +$75.2K +748 +15%
WA
618
Wealth Architects
California
$592K – – –
FW
619
FullCircle Wealth
Texas
$590K -$50.3K -500 -8%
WWM
620
Whalen Wealth Management
Nevada
$589K +$320K +3,182 +119%
AWM
621
Accurate Wealth Management
Florida
$586K -$7.44M -73,992 -93%
DAS
622
Dynamic Advisor Solutions
Arizona
$583K +$84.6K +842 +17%
SWA
623
Sax Wealth Advisors
New Jersey
$582K -$5.53K -55 -0.9%
CA
624
Calton & Associates
Florida
$575K +$574K +5,714 New
PIA
625
Pinion Investment Advisors
Kansas
$570K +$569K +5,664 New
23 24
25
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