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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1026
Pathway Financial Advisors
Vermont
$342K -$273K -2,717 -44%
CCC
1027
Cable Car Capital
California
$341K +$1.91K +19 +0.6%
FCH
1028
Freestone Capital Holdings
Washington
$338K +$105K +1,040 +45%
KA
1029
Kure Advisory
Minnesota
$336K +$335K +3,334 New
BCM
1030
Becker Capital Management
Oregon
$330K +$67.3K +670 +26%
NCM
1031
Narwhal Capital Management
Georgia
$327K +$2.31K +23 +0.7%
BSAM
1032
Blue Square Asset Management
New York
$326K +$125K +1,247 +63%
AC
1033
AlphaCore Capital
California
$325K -$355K -3,533 -52%
TCM
1034
Thoma Capital Management
Maryland
$325K -$25.1K -250 -7%
VWA
1035
Visionary Wealth Advisors
Illinois
$323K +$323K +3,210 New
RWB
1036
RMR Wealth Builders
New Jersey
$323K +$322K +3,207 New
TSS
1037
Two Sigma Securities
New York
$322K +$5.23K +52 +2%
WP
1038
WealthShield Partners
North Carolina
$322K +$321K +3,198 New
FIC
1039
Family Investment Center
Missouri
$321K -$4.22K -42 -1%
NCM
1040
New Capital Management
Texas
$320K -$5.23K -52 -2%
SFWA
1041
Summit Financial Wealth Advisors
Louisiana
$319K – – –
OFS
1042
OneAscent Financial Services
Alabama
$313K +$313K +3,113 New
DJFS
1043
Dean Jacobson Financial Services
Texas
$312K +$4.22K +42 +1%
AA
1044
Advisory Advocates
Michigan
$311K +$311K +3,089 New
TCM
1045
Traynor Capital Management
Pennsylvania
$310K -$292K -2,901 -48%
LCC
1046
Lincoln Capital Corp
Rhode Island
$310K -$4.13M -41,124 -93%
MDA
1047
Minot DeBlois Advisors
Massachusetts
$301K +$300K +2,987 New
QWM
1048
Quadcap Wealth Management
Texas
$300K +$300K +2,981 New
HWP
1049
Highline Wealth Partners
California
$299K +$94.9K +944 +47%
IAS
1050
Integrity Advisory Solutions
Texas
$297K -$45.5K -453 -13%
40 41
42
43 44