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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.06B +$250M +2,502,086 +31%
SW
2
SVB Wealth
Massachusetts
$431M +$37.8M +377,878 +10%
ACM
3
AlphaStar Capital Management
North Carolina
$253M +$141M +1,413,273 +127%
BFA
4
Beaumont Financial Advisors
Massachusetts
$180M +$177M +1,773,902 +6,892%
CIA
5
Choate Investment Advisors
Massachusetts
$137M +$63.4M +633,406 +86%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$80M +$45.5M +454,654 +132%
Morgan Stanley
7
Morgan Stanley
New York
$67.4M +$64.9M +648,448 +2,669%
KOC
8
Koss-Olinger Consulting
Florida
$57M +$56.9M +568,941 New
ACP
9
Aveo Capital Partners
Colorado
$55.3M +$18.6M +186,314 +51%
MSCM
10
McElhenny Sheffield Capital Management
Texas
$44.1M +$44M +440,057 New
Stifel Financial
11
Stifel Financial
Missouri
$40.4M +$33.2M +331,938 +465%
BTI
12
Blue Trust Inc
Georgia
$36.4M +$36.4M +363,595 New
SQA
13
Simon Quick Advisors
New Jersey
$33.9M +$33.9M +338,664 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$31.2M +$23.4M +233,668 +301%
Ameriprise
15
Ameriprise
Minnesota
$30.6M +$16.3M +162,552 +114%
CPFP
16
Clear Perspectives Financial Planning
Ohio
$27.7M +$27.7M +276,523 New
AWS
17
Atria Wealth Solutions
New York
$25.6M +$1.96M +19,587 +8%
EF
18
Empowered Funds
Pennsylvania
$24.4M +$24.4M +243,900 New
MAM
19
Meeder Asset Management
Ohio
$21.6M +$21.6M +216,048 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$21.5M +$21.5M +214,528 New
Jane Street
21
Jane Street
New York
$21.3M +$10.1M +101,308 +91%
WFMPM
22
Woodley Farra Manion Portfolio Management
Indiana
$20.5M +$20.4M +204,317 New
AWM
23
Accurate Wealth Management
Florida
$18.5M +$18.5M +185,167 New
Osaic Holdings
24
Osaic Holdings
Arizona
$18.1M +$5.23M +52,290 +41%
AC
25
AWM Capital
Arizona
$17.3M +$17.3M +172,849 New
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