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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
626
Dana Investment Advisors
Wisconsin
– -$565K -5,633 Closed
SWA
627
SFMG Wealth Advisors
Texas
– -$546K -5,446 Closed
LA
628
Latitude Advisors
Florida
– -$530K -5,288 Closed
GIM
629
Guild Investment Management
California
– -$504K -5,030 Closed
MWM
630
Meridian Wealth Management
Kentucky
– -$497K -4,961 Closed
FCM
631
Fourpath Capital Management
Oklahoma
– -$484K -4,827 Closed
AWA
632
Authentikos Wealth Advisory
California
– -$428K -4,264 Closed
WAM
633
WNY Asset Management
New York
– -$411K -4,095 Closed
CFO
634
Capitol Family Office
Oregon
– -$410K -4,092 Closed
MAS
635
Meeder Advisory Services
Ohio
– -$394K -3,933 Closed
EAMA
636
EFG Asset Management (Americas)
Florida
– -$347K -3,457 Closed
SAM
637
Secure Asset Management
Michigan
– -$327K -3,266 Closed
CFA
638
CWS Financial Advisors
Michigan
– -$304K -3,031 Closed
ULWM
639
Upper Left Wealth Management
Florida
– -$302K -3,016 Closed
EP
640
Eudaimonia Partners
Tennessee
– -$298K -2,968 Closed
PA
641
PFG Advisors
Arizona
– -$295K -2,943 Closed
FIM
642
Freedom Investment Management
Connecticut
– -$288K -2,868 Closed
SWP
643
Summit Wealth Partners
Florida
– -$282K -2,810 Closed
CFO
644
Custos Family Office
Texas
– -$275K -2,742 Closed
APA
645
Astoria Portfolio Advisors
New York
– -$262K -2,616 Closed
TNB
646
Thomasville National Bank
Georgia
– -$256K -2,550 Closed
EDRH
647
Edmond de Rothschild Holding
Switzerland
– -$255K -2,541 Closed
JMFC
648
J.M. Forbes & Co
Massachusetts
– -$227K -2,266 Closed
SWA
649
Sightline Wealth Advisors
Connecticut
– -$225K -2,240 Closed
BWP
650
Balboa Wealth Partners
Arizona
– -$224K -2,234 Closed
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