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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1151
Nicolet Bankshares
Wisconsin
$233K +$233K +2,322 New
TCBWMS
1152
Texas Capital Bank Wealth Management Services
Texas
$230K -$754K -7,496 -77%
WFG
1153
Wormser Freres Gestion
France
$230K +$230K +2,290 New
EF
1154
Exeter Financial
Arizona
$228K +$2.01K +20 +0.9%
SAM
1155
SP Asset Management
California
$227K +$226K +2,252 New
FHB
1156
First Hawaiian Bank
Hawaii
$224K – – –
KFP
1157
Kerr Financial Planning
California
$222K -$1.41K -14 -0.3%
APCM
1158
Alaska Permanent Capital Management
Alaska
$217K +$216K +2,152 New
WI
1159
Westbourne Investments
Virginia
$216K -$15.1K -150 -7%
FWI
1160
Facet Wealth Inc
Maryland
$216K +$216K +2,144 New
BWS
1161
BFI Wealth Solutions
Texas
$215K -$1.32M -13,163 -86%
ARC
1162
Advisor Resource Council
Texas
$215K +$215K +2,143 New
LWM
1163
LightSquare Wealth Management
Michigan
$214K +$214K +2,124 New
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$213K +$213K +2,116 New
SGI
1165
Summit Global Investments
Utah
$213K +$212K +2,112 New
CA
1166
Cohalo Advisory
Washington
$211K +$28.1K +280 +15%
NCM
1167
New Capital Management
Texas
$211K -$109K -1,083 -34%
BIG
1168
Brookwood Investment Group
Arizona
$210K -$4.12K -41 -2%
APG
1169
Abacus Planning Group
South Carolina
$208K +$208K +2,064 New
SFG
1170
Seamount Financial Group
Colorado
$206K +$206K +2,051 New
CPWL
1171
Coquina Private Wealth LLC
Florida
$206K – – –
CS
1172
Capital Square
Tennessee
$204K +$204K +2,032 New
TIM
1173
Total Investment Management
Arizona
$203K +$203K +2,020 New
CWA
1174
Consilium Wealth Advisory
Texas
$203K -$44.7K -445 -18%
WFAG
1175
Wescott Financial Advisory Group
Pennsylvania
$201K +$1K +10 +0.5%
45 46
47
48 49