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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
726
Westmount Partners
California
$404K +$403K +4,008 New
JWM
727
Jessup Wealth Management
Ohio
$402K -$2.51K -25 -0.6%
NCM
728
New Capital Management
Texas
$401K -$83.5K -831 -17%
AWS
729
Arkfeld Wealth Strategies
Nebraska
$399K +$4.12K +41 +1%
BIG
730
Brookwood Investment Group
Arizona
$399K -$63.9K -636 -14%
CA
731
Cannon Advisors
North Carolina
$395K -$503 -5 -0.1%
GIM
732
Guild Investment Management
California
$393K – – –
WCG
733
Weaver Consulting Group
California
$391K +$10.3K +102 +3%
TCCM
734
Timber Creek Capital Management
Massachusetts
$388K +$36.2K +360 +10%
NI
735
NDVR Inc
Massachusetts
$383K +$382K +3,801 New
MSFS
736
Main Street Financial Solutions
Pennsylvania
$383K – – –
ERIC
737
Eagle Rock Investment Company
Georgia
$378K -$101K -1,000 -21%
IA
738
Inspire Advisors
Idaho
$377K +$376K +3,744 New
WWM
739
WT Wealth Management
Arizona
$377K +$4.12K +41 +1%
SWM
740
SeaCrest Wealth Management
New York
$373K +$68K +676 +22%
NFG
741
Nations Financial Group
Iowa
$372K +$371K +3,692 New
DCM
742
Donaldson Capital Management
Indiana
$366K – – –
NA
743
Note Advisors
New York
$366K – – –
MWM
744
Modern Wealth Management
Kansas
$364K -$200K -1,993 -36%
VT
745
Vise Technologies
New York
$361K +$360K +3,581 New
AA
746
Ancora Advisors
Ohio
$360K +$272K +2,708 +311%
RIA
747
Retirement Investment Advisors
Oklahoma
$352K -$4.83K -48 -1%
SFWA
748
Summit Financial Wealth Advisors
Louisiana
$350K -$80.4K -800 -19%
HWP
749
Highline Wealth Partners
California
$350K -$24K -239 -6%
IA
750
IFP Advisors
Florida
$348K -$79K -786 -19%
28 29
30
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