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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
501
Principle Wealth Partners
Connecticut
$252K -$20K -199 -7%
LW
502
Libra Wealth
California
$252K +$251K +2,502 New
MWM
503
Modera Wealth Management
New Jersey
$244K -$77.2K -768 -24%
MFT
504
Moisand Fitzgerald Tamayo
Florida
$244K +$19.4K +193 +9%
IA
505
Insight Advisors
Pennsylvania
$240K -$25.3K -252 -10%
HI
506
Harbour Investments
Wisconsin
$240K -$112K -1,110 -32%
CFC
507
Coyle Financial Counsel
Illinois
$239K +$31.2K +310 +15%
AM
508
AGF Management
Ontario, Canada
$237K +$237K +2,354 New
AWA
509
Arkadios Wealth Advisors
Georgia
$236K -$136K -1,349 -37%
SFA
510
Source Financial Advisors
New York
$235K +$804 +8 +0.3%
RB
511
Renasant Bank
Mississippi
$235K – – –
AA
512
Ancora Advisors
Ohio
$235K – – –
VA
513
Vident Advisory
Georgia
$228K -$11.9M -118,028 -98%
FNT
514
First National Trust
Pennsylvania
$226K -$50.2K -499 -18%
FFA
515
First Foundation Advisors
California
$226K -$167K -1,658 -42%
NL
516
NWAM LLC
Washington
$224K – – –
SBIA
517
Sheaff Brock Investment Advisors
Indiana
$223K +$223K +2,214 New
EFG
518
Ehrlich Financial Group
California
$222K +$221K +2,200 New
SFCL
519
Strengthening Families & Communities LLC
Massachusetts
$219K +$43.1K +429 +25%
SWM
520
Spire Wealth Management
Virginia
$218K -$44.6K -444 -17%
APP
521
Avantax Planning Partners
Iowa
$216K +$216K +2,146 New
CWM
522
Cornerstone Wealth Management
Missouri
$215K +$215K +2,137 New
BDWCC
523
B&D White Capital Company
Texas
$210K – – –
FCI
524
Financial Counselors Inc
Kansas
$209K – – –
CB
525
Community Bank
New York
$209K +$25.4K +253 +14%
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