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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
426
KM Capital Management
Texas
$551K +$550K +5,470 New
GG
427
Greenwood Gearhart
Arkansas
$550K – – –
EWM
428
Empirical Wealth Management
Washington
$550K +$549K +5,462 New
QPWM
429
Quadrant Private Wealth Management
Pennsylvania
$541K -$378K -3,765 -41%
SIC
430
Salem Investment Counselors
North Carolina
$538K +$6.03K +60 +1%
4WM
431
4J Wealth Management
Virginia
$526K +$44.2K +440 +9%
TCM
432
Triumph Capital Management
Colorado
$526K -$1.41M -14,008 -73%
BWL
433
Bogart Wealth LLC
Virginia
$524K +$144K +1,433 +38%
NCM
434
New Capital Management
Texas
$520K -$100K -997 -16%
TCFP
435
Treasure Coast Financial Planning
Florida
$517K -$228K -2,265 -31%
MWA
436
MN Wealth Advisors
Kansas
$512K +$69.3K +690 +16%
SCM
437
Sheridan Capital Management
California
$505K +$264K +2,627 +110%
BIG
438
Boothe Investment Group
Delaware
$504K – – –
VCM
439
Vision Capital Management
Oregon
$498K +$16.6K +165 +3%
ICG
440
InterOcean Capital Group
Tennessee
$488K -$103K -1,023 -17%
EWA
441
Exencial Wealth Advisors
Oklahoma
$478K +$503 +5 +0.1%
QWM
442
Quadcap Wealth Management
Texas
$474K -$86.5K -861 -15%
HA
443
Hanover Advisors
South Carolina
$474K +$257K +2,553 +119%
GIA
444
Gladstone Institutional Advisory
Florida
$474K -$3.52K -35 -0.7%
AO
445
Advisor OS
Illinois
$469K +$468K +4,658 New
EW
446
Evoke Wealth
California
$457K +$456K +4,540 New
SFPG
447
Stonebridge Financial Planning Group
Florida
$443K – – –
GVAG
448
Great Valley Advisor Group
Delaware
$442K -$36.9K -367 -8%
PFS
449
Prospera Financial Services
Texas
$437K +$72.4K +720 +20%
CW
450
CreativeOne Wealth
Kansas
$432K -$116K -1,157 -21%
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