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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
501
WealthShield Partners
North Carolina
$248K -$2.72M -27,121 -92%
SCM
502
Sheridan Capital Management
California
$240K +$240K +2,389 New
SFG
503
StrategIQ Financial Group
Indiana
$236K +$10K +100 +4%
RB
504
Renasant Bank
Mississippi
$234K +$234K +2,335 New
AA
505
Ancora Advisors
Ohio
$234K – – –
SFA
506
Source Financial Advisors
New York
$233K +$234K +2,328 New
PCIA
507
Prime Capital Investment Advisors
Kansas
$233K +$233K +2,325 New
JMFC
508
J.M. Forbes & Co
Massachusetts
$227K – – –
SWA
509
Sightline Wealth Advisors
Connecticut
$225K +$225K +2,240 New
RIA
510
Regal Investment Advisors
Michigan
$224K -$293K -2,915 -57%
NL
511
NWAM LLC
Washington
$224K +$20.8K +207 +10%
BWP
512
Balboa Wealth Partners
Arizona
$224K +$224K +2,234 New
MFT
513
Moisand Fitzgerald Tamayo
Florida
$223K +$224K +2,226 New
GLLW
514
Graves Light Lenhart Wealth
Virginia
$223K -$59.4K -592 -21%
BWAM
515
Boyd Watterson Asset Management
Ohio
$222K -$2.11K -21 -0.9%
KDA
516
Kraft Davis & Associates
Missouri
$219K -$14.7K -146 -6%
HA
517
Hanover Advisors
South Carolina
$216K +$216K +2,154 New
HP
518
Holistic Planning
Texas
$214K +$214K +2,135 New
KC
519
Kingfisher Capital
North Carolina
$211K +$211K +2,100 New
SI
520
Sprott Inc
Ontario, Canada
$211K -$112K -1,114 -35%
BDWCC
521
B&D White Capital Company
Texas
$209K – – –
FCI
522
Financial Counselors Inc
Kansas
$208K +$209K +2,079 New
FAG
523
Fortitude Advisory Group
Washington
$207K -$50.2K -500 -19%
CFC
524
Coyle Financial Counsel
Illinois
$207K +$207K +2,064 New
UCB
525
United Community Bank
South Carolina
$207K +$803 +8 +0.4%
19 20
21
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