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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1126
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +2,506 New
MA
1127
Mosaic Advisors
Texas
$252K – – –
PWM
1128
Peck Wealth Management
New York
$251K +$251K +2,497 New
NAM
1129
NorthCrest Asset Manangement
Minnesota
$251K +$251K +2,500 New
MFG
1130
Mission Financial Group
Nevada
$251K +$250K +2,490 New
SEP
1131
Southland Equity Partners
Missouri
$250K +$250K +2,486 New
PCA
1132
PMV Capital Advisers
Texas
$249K +$249K +2,475 New
AWP
1133
Abacus Wealth Partners
California
$247K +$247K +2,452 New
BA
1134
Bellwether Advisors
Nebraska
$245K +$302 +3 +0.1%
CFO
1135
Capitol Family Office
Oregon
$244K +$13.9K +138 +6%
OA
1136
Oasis Advisors
Iowa
$244K +$244K +2,426 New
BWMG
1137
Bannerman Wealth Management Group
Texas
$244K +$244K +2,425 New
DAS
1138
DMKC Advisory Services
Iowa
$242K +$241K +2,400 New
DT
1139
DV Trading
Illinois
$242K +$241K +2,400 New
FC
1140
Fusion Capital
South Carolina
$241K +$241K +2,393 New
QCMNJ
1141
Quantum Capital Management (New Jersey)
New Jersey
$240K +$78K +776 +48%
BFC
1142
Bedel Financial Consulting
Indiana
$239K -$50.6K -503 -17%
LWP
1143
LMG Wealth Partners
Louisiana
$238K +$238K +2,369 New
SF
1144
Symphony Financial
Texas
$238K -$158K -1,576 -40%
TCA
1145
Transcend Capital Advisors
New Jersey
$237K – – –
TCIIS
1146
TIAA-CREF Individual & Institutional Services
New York
$236K +$236K +2,345 New
WHC
1147
Wulff, Hansen & Co
California
$236K +$34.4K +342 +17%
SWA
1148
Sightline Wealth Advisors
Connecticut
$235K +$2.31K +23 +1%
DIP
1149
Davis Investment Partners
North Carolina
$234K +$234K +2,328 New
BAG
1150
Bauman Advisory Group
Nevada
$233K +$233K +2,319 New
44 45
46
47 48