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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
676
Summit Wealth Partners
Florida
$245K +$44K +438 +22%
AIA
677
AIMZ Investment Advisors
California
$241K -$40.2K -400 -14%
BAM
678
Bayshore Asset Management
Florida
$240K +$240K +2,390 New
FFN
679
Focus Financial Network
Minnesota
$237K +$237K +2,359 New
IA
680
Insight Advisors
Pennsylvania
$235K -$3.62K -36 -2%
QPWM
681
Quadrant Private Wealth Management
Pennsylvania
$234K – – –
WFS
682
Widmann Financial Services
Maryland
$231K +$231K +2,300 New
BCM
683
Buckhead Capital Management
Georgia
$230K -$218K -2,167 -49%
CAM
684
Chesapeake Asset Management
New York
$228K +$163K +1,621 +248%
SSWM
685
Smith Salley Wealth Management
North Carolina
$228K +$228K +2,272 New
VA
686
Vident Advisory
Georgia
$227K – – –
AWAU
687
Alliance Wealth Advisors (Utah)
Utah
$227K +$228K +2,265 New
IP
688
Intellectus Partners
California
$224K +$2.61K +26 +1%
UCB
689
United Community Bank
South Carolina
$218K -$60K -597 -22%
CA
690
Claro Advisors
Massachusetts
$218K -$22.5K -224 -9%
EF
691
Exeter Financial
Arizona
$217K – – –
USCWA
692
U.S. Capital Wealth Advisors
Texas
$216K – – –
SAM
693
Seelaus Asset Management
New Jersey
$216K +$216K +2,150 New
AM
694
AGF Management
Ontario, Canada
$210K +$210K +2,092 New
BC
695
Brio Consultants
California
$208K -$116K -1,152 -36%
LWL
696
Leo Wealth LLC
Texas
$208K +$208K +2,070 New
BDFN
697
Bond & Devick Financial Network
Minnesota
$207K – – –
SWA
698
Sightline Wealth Advisors
Connecticut
$205K +$3.21K +32 +2%
PTC
699
Private Trust Company
Ohio
$204K -$16.1K -160 -7%
SCM
700
Spring Capital Management
Texas
$202K +$202K +2,015 New
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