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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1151
LMG Wealth Partners
Louisiana
$238K +$238K +2,369 New
SF
1152
Symphony Financial
Texas
$238K -$158K -1,576 -40%
TCA
1153
Transcend Capital Advisors
New Jersey
$237K – – –
TCIIS
1154
TIAA-CREF Individual & Institutional Services
New York
$236K +$236K +2,345 New
WHC
1155
Wulff, Hansen & Co
California
$236K +$34.4K +342 +17%
SWA
1156
Sightline Wealth Advisors
Connecticut
$235K +$2.31K +23 +1%
DIP
1157
Davis Investment Partners
North Carolina
$234K +$234K +2,328 New
BAG
1158
Bauman Advisory Group
Nevada
$233K +$233K +2,319 New
NB
1159
Nicolet Bankshares
Wisconsin
$233K +$233K +2,322 New
TCBWMS
1160
Texas Capital Bank Wealth Management Services
Texas
$230K -$754K -7,496 -77%
WFG
1161
Wormser Freres Gestion
France
$230K +$230K +2,290 New
EF
1162
Exeter Financial
Arizona
$228K +$2.01K +20 +0.9%
SAM
1163
SP Asset Management
California
$227K +$226K +2,252 New
FHB
1164
First Hawaiian Bank
Hawaii
$224K – – –
KFP
1165
Kerr Financial Planning
California
$222K -$1.41K -14 -0.3%
APCM
1166
Alaska Permanent Capital Management
Alaska
$217K +$216K +2,152 New
WI
1167
Westbourne Investments
Virginia
$216K -$15.1K -150 -7%
FWI
1168
Facet Wealth Inc
Maryland
$216K +$216K +2,144 New
BWS
1169
BFI Wealth Solutions
Texas
$215K -$1.32M -13,163 -86%
ARC
1170
Advisor Resource Council
Texas
$215K +$215K +2,143 New
LWM
1171
LightSquare Wealth Management
Michigan
$214K +$214K +2,124 New
MSFS
1172
Main Street Financial Solutions
Pennsylvania
$213K +$213K +2,116 New
SGI
1173
Summit Global Investments
Utah
$213K +$212K +2,112 New
CA
1174
Cohalo Advisory
Washington
$211K +$28.1K +280 +15%
NCM
1175
New Capital Management
Texas
$211K -$109K -1,083 -34%
45 46
47
48 49