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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
451
Kraft Davis & Associates
Missouri
$233K +$14.5K +144 +7%
VA
452
Vident Advisory
Georgia
$229K +$229K +2,277 New
JMFC
453
J.M. Forbes & Co
Massachusetts
$228K – – –
SFG
454
StrategIQ Financial Group
Indiana
$227K +$226K +2,250 New
BWAM
455
Boyd Watterson Asset Management
Ohio
$226K +$17.2K +171 +8%
WCWM
456
Wooster Corthell Wealth Management
Connecticut
$224K +$223K +2,223 New
FW
457
FirstPurpose Wealth
Utah
$223K +$4.32K +43 +2%
KWA
458
Kingswood Wealth Advisors
California
$221K +$221K +2,200 New
APA
459
Astoria Portfolio Advisors
New York
$218K +$10.7K +107 +5%
PWP
460
Principle Wealth Partners
Connecticut
$216K +$216K +2,150 New
ACM
461
Advance Capital Management
Michigan
$214K +$213K +2,124 New
LFG
462
Larson Financial Group
Missouri
$211K +$7.43K +74 +4%
BDWCC
463
B&D White Capital Company
Texas
$210K -$4.62K -46 -2%
MAS
464
Meeder Advisory Services
Ohio
$209K +$209K +2,081 New
BDFN
465
Bond & Devick Financial Network
Minnesota
$207K – – –
UCB
466
United Community Bank
South Carolina
$207K +$206K +2,055 New
BPA
467
Beacon Pointe Advisors
California
$205K +$205K +2,036 New
NL
468
NWAM LLC
Washington
$204K – – –
CBFP
469
Cedar Brook Financial Partners
Ohio
$204K +$203K +2,025 New
VCM
470
Vivaldi Capital Management
Illinois
$201K +$200K +1,996 New
AIA
471
Armor Investment Advisors
North Carolina
$201K +$200K +1,994 New
SWPG
472
Strategic Wealth Partners Group
Illinois
$181K +$180K +1,793 New
SFCL
473
Strengthening Families & Communities LLC
Massachusetts
$150K +$150K +1,492 New
BWP
474
Baldwin Wealth Partners
Massachusetts
$136K – – –
PCA
475
Providence Capital Advisors
North Carolina
$126K -$289K -2,873 -70%
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19
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