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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
451
Retirement Guys Formula
Ohio
$2.68M +$2.71K +27 +0.1%
DWS
452
Discipline Wealth Solutions
South Carolina
$2.67M +$330K +3,283 +14%
TC
453
TAGStone Capital
North Carolina
$2.65M -$213K -2,122 -7%
PFS
454
Prospera Financial Services
Texas
$2.64M +$308K +3,067 +13%
LWA
455
LifeGoal Wealth Advisors
New York
$2.62M +$1.01M +10,074 +59%
RIA
456
Realta Investment Advisors
Delaware
$2.56M +$693K +6,891 +37%
DJSG
457
D.J. St. Germain
Massachusetts
$2.56M -$1.73M -17,231 -40%
MWM
458
Meridian Wealth Management
Kentucky
$2.55M +$391K +3,887 +18%
GEA
459
Glen Eagle Advisors
New Jersey
$2.55M -$704 -7 -0%
VT
460
Vise Technologies
New York
$2.53M +$2.17M +21,581 +603%
WC
461
Waterloo Capital
Texas
$2.49M +$1.36M +13,517 +120%
SP
462
Successful Portfolios
Florida
$2.49M -$26.5K -264 -1%
CP
463
Capital Planning
Washington
$2.48M -$628K -6,243 -20%
ML
464
McAdam LLC
Pennsylvania
$2.48M -$420K -4,174 -14%
NP
465
Nilsine Partners
Colorado
$2.44M +$2.03M +20,141 +495%
SKK
466
Shepherd Kaplan Krochuk
Massachusetts
$2.42M +$1.08M +10,762 +81%
HOWA
467
Heritage Oak Wealth Advisors
Florida
$2.39M -$56.3K -560 -2%
ATC
468
Argent Trust Co
Tennessee
$2.36M +$1.23M +12,229 +109%
AFWM
469
Abich Financial Wealth Management
Virginia
$2.34M +$2.34M +23,286 New
AWE
470
Avidian Wealth Enterprises
Texas
$2.31M -$36.3K -361 -2%
BAS
471
Breakthru Advisory Services
Wisconsin
$2.23M +$2.23M +22,140 New
APA
472
Astoria Portfolio Advisors
New York
$2.22M +$1.45M +14,437 +187%
AFC
473
Adaptive Financial Consulting
Ohio
$2.21M – – –
HAP
474
Harbor Asset Planning
Massachusetts
$2.21M -$97.5K -970 -4%
JSA
475
Jim Saulnier & Associates
Colorado
$2.2M -$268K -2,668 -11%
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