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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
251
RFG Advisory
Alabama
$658K -$99.6K -993 -13%
GIA
252
Gladstone Institutional Advisory
Florida
$653K -$366K -3,653 -36%
AWM
253
Accurate Wealth Management
Florida
$638K -$8.89M -88,602 -93%
PIM
254
Provident Investment Management
Michigan
$630K +$279K +2,784 +80%
TCOV
255
Trust Company of Vermont
Vermont
$603K +$602K +6,000 New
OWM
256
Opes Wealth Management
California
$601K +$599K +5,975 New
BJL
257
Brighton Jones LLC
Washington
$601K +$599K +5,971 New
RG
258
Rathbones Group
United Kingdom
$598K +$597K +5,950 New
RWM
259
Rockwood Wealth Management
Pennsylvania
$590K -$24K -239 -4%
PCA
260
Providence Capital Advisors
North Carolina
$565K +$564K +5,622 New
VAG
261
VisionPoint Advisory Group
Texas
$563K +$275K +2,742 +95%
AAS
262
Ameritas Advisory Services
Nebraska
$560K +$113K +1,123 +25%
AWM
263
Axxcess Wealth Management
California
$550K +$548K +5,465 New
MCM
264
McKinley Capital Management
Alaska
$548K +$546K +5,445 New
SAM
265
Secure Asset Management
Michigan
$536K +$535K +5,332 New
NCM
266
New Capital Management
Texas
$536K +$20.4K +203 +4%
EAM
267
Eagle Asset Management
Florida
$526K -$353K -3,520 -40%
EF
268
Empirical Finance
Pennsylvania
$515K +$2.71K +27 +0.5%
MSFS
269
Main Street Financial Solutions
Pennsylvania
$514K +$291K +2,901 +131%
GRP
270
Global Retirement Partners
California
$510K +$333K +3,315 +187%
LA
271
Latitude Advisors
Florida
$507K +$3.41K +34 +0.7%
DIA
272
Dana Investment Advisors
Wisconsin
$507K +$47.6K +474 +10%
BIG
273
Boothe Investment Group
Delaware
$503K – – –
CFFP
274
Center for Financial Planning
Michigan
$502K – – –
LFG
275
Larson Financial Group
Missouri
$500K +$499K +4,976 New
9 10
11
12 13