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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1026
Sax Wealth Advisors
New Jersey
– -$334K -3,318 Closed
WP
1027
WealthPLAN Partners
Nebraska
– -$332K -3,301 Closed
PCM
1028
PenderFund Capital Management
British Columbia, Canada
– -$302K -3,000 Closed
FFM
1029
Forum Financial Management
Illinois
– -$299K -2,971 Closed
1WM
1030
1858 Wealth Management
Ohio
– -$278K -2,756 Closed
IA
1031
Insight Advisors
Pennsylvania
– -$278K -2,756 Closed
PA
1032
Probity Advisors
Texas
– -$274K -2,721 Closed
WWM
1033
Western Wealth Management
Colorado
– -$272K -2,706 Closed
CA
1034
Continuum Advisory
Idaho
– -$266K -2,638 Closed
OC
1035
Oarsman Capital
Wisconsin
– -$257K -2,554 Closed
AG
1036
AlTi Global
New York
– -$252K -2,506 Closed
RWM
1037
Rockwood Wealth Management
Pennsylvania
– -$251K -2,489 Closed
CPRC
1038
Consolidated Portfolio Review Corp
New York
– -$250K -2,480 Closed
HIS
1039
Harvest Investment Services
Illinois
– -$242K -2,408 Closed
IDA
1040
Intelligence Driven Advisers
California
– -$233K -2,313 Closed
BCM
1041
Buckhead Capital Management
Georgia
– -$231K -2,293 Closed
LMKC
1042
L.M. Kohn & Company
Ohio
– -$223K -2,218 Closed
QWM
1043
Quadcap Wealth Management
Texas
– -$222K -2,203 Closed
MW
1044
Maia Wealth
Colorado
– -$207K -2,051 Closed
RG
1045
Rathbones Group
United Kingdom
– -$201K -2,000 Closed
SFPG
1046
Stonebridge Financial Planning Group
Florida
– -$201K -2,000 Closed
CAL
1047
Capital Analysts LLC
Pennsylvania
– -$95K -945 Closed
KA
1048
Kozak & Associates
Colorado
– -$81.1K -807 Closed
CAM
1049
Clarity Asset Management
Iowa
– -$72.2K -717 Closed
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$69.4K -689 Closed
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