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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
426
Shepherd Kaplan Krochuk
Massachusetts
$503K +$3.82K +38 +0.8%
RFG
427
RFP Financial Group
Georgia
$501K +$502K +5,000 New
BIG
428
Boothe Investment Group
Delaware
$501K – – –
MWM
429
Meridian Wealth Management
Kentucky
$497K +$104K +1,031 +26%
FCM
430
Fourpath Capital Management
Oklahoma
$484K -$95K -946 -16%
4WM
431
4J Wealth Management
Virginia
$480K – – –
VCM
432
Vision Capital Management
Oregon
$479K +$480K +4,775 New
GVAG
433
Great Valley Advisor Group
Delaware
$477K -$54.2K -540 -10%
GIA
434
Gladstone Institutional Advisory
Florida
$475K -$263K -2,620 -36%
EWA
435
Exencial Wealth Advisors
Oklahoma
$475K +$476K +4,737 New
SFWA
436
Summit Financial Wealth Advisors
Louisiana
$471K – – –
WIA
437
World Investment Advisors
California
$460K -$443K -4,411 -49%
SFPG
438
Stonebridge Financial Planning Group
Florida
$441K +$35.1K +350 +9%
MWA
439
MN Wealth Advisors
Kansas
$440K +$441K +4,389 New
RCM
440
Raleigh Capital Management
North Carolina
$433K -$1.3M -12,972 -75%
MPM
441
Meritage Portfolio Management
Kansas
$429K +$429K +4,275 New
SAG
442
SageView Advisory Group
California
$428K -$424K -4,226 Closed
AWA
443
Authentikos Wealth Advisory
California
$428K -$886K -8,819 -67%
VPP
444
Vertex Planning Partners
Illinois
$425K +$5.22K +52 +1%
CAG
445
Csenge Advisory Group
Florida
$420K -$385K -3,831 -48%
LL
446
LWMG LLC
Minnesota
$415K +$7.13K +71 +2%
WAM
447
WNY Asset Management
New York
$411K +$411K +4,095 New
CFO
448
Capitol Family Office
Oregon
$410K -$10.2K -102 -2%
LF
449
Lantz Financial
Illinois
$405K +$406K +4,044 New
CA
450
Continuum Advisory
Idaho
$399K +$2.01K +20 +0.5%
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