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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
676
Traub Capital Management
Massachusetts
$1.96M +$122K +1,212 +7%
OMC
677
Old Mission Capital
Illinois
$1.95M +$1.95M +19,414 New
VCA
678
Verdence Capital Advisors
Maryland
$1.94M +$950K +9,450 +96%
PIM
679
Provident Investment Management
Michigan
$1.93M +$276K +2,743 +17%
QPWM
680
Quadrant Private Wealth Management
Pennsylvania
$1.89M +$834K +8,297 +79%
OBWG
681
Onyx Bridge Wealth Group
New York
$1.89M -$2.01M -20,021 -52%
RC
682
Roundview Capital
New Jersey
$1.89M – – –
FWP
683
Forefront Wealth Partners
Texas
$1.88M +$1.88M +18,715 New
WB
684
WesBanco Bank
West Virginia
$1.87M -$1.07M -10,684 -36%
TCM
685
Triumph Capital Management
Colorado
$1.87M +$350K +3,480 +23%
BPFA
686
Barnes Pettey Financial Advisors
Mississippi
$1.87M +$590K +5,867 +46%
4A
687
4Wealth Advisors
Illinois
$1.87M +$31.7K +315 +2%
QWP
688
Quotient Wealth Partners
Texas
$1.87M -$25.7K -256 -1%
AIA
689
AssuredPartners Investment Advisors
Florida
$1.86M -$360K -3,580 -16%
OPWM
690
Oakwell Private Wealth Management
Texas
$1.85M -$1.88M -18,725 -50%
EWM
691
Evermay Wealth Management
Virginia
$1.84M -$2.8M -27,813 -60%
BAS
692
Breakthru Advisory Services
Wisconsin
$1.84M -$144K -1,430 -7%
PFW
693
Petros Family Wealth
Minnesota
$1.83M +$1.11M +11,074 +156%
FFA
694
Florida Financial Advisors
Florida
$1.82M +$369K +3,673 +26%
PPF
695
Pacific Park Financial
California
$1.8M +$295K +2,934 +20%
IASG
696
Investment Advisory Services Group
Florida
$1.77M +$205K +2,039 +13%
NL
697
Navalign LLC
California
$1.77M -$1.07M -10,608 -38%
QWM
698
Quadcap Wealth Management
Texas
$1.77M +$1.47M +14,577 +489%
SDH
699
Sloy Dahl & Holst
Washington
$1.75M +$1.75M +17,417 New
AWA
700
Alta Wealth Advisors
Massachusetts
$1.75M +$7.74K +77 +0.4%
26 27
28
29 30