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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
Prosperity Planning
Missouri
$1.32M – – –
IWN
502
Independent Wealth Network
Iowa
$1.32M -$19.2K -191 -1%
PIA
503
Perennial Investment Advisors
California
$1.32M +$427K +4,246 +48%
PWM
504
Partners Wealth Management
California
$1.31M -$384K -3,819 -23%
VFA
505
Values First Advisors
Tennessee
$1.28M +$1.31K +13 +0.1%
SA
506
Sincerus Advisory
New York
$1.26M +$8.44K +84 +0.7%
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$1.24M -$363K -3,612 -23%
VCM
508
Vision Capital Management
Oregon
$1.23M -$151K -1,504 -11%
GLA
509
Good Life Advisors
Pennsylvania
$1.22M -$74K -736 -6%
LK
510
Lumbard & Kellner
New Hampshire
$1.22M +$1.21M +12,087 New
LPFG
511
Landing Point Financial Group
Ohio
$1.21M +$825K +8,209 +214%
EIM
512
Ervin Investment Management
Washington
$1.21M +$1.2M +11,981 New
IIM
513
Ironwood Investment Management
Massachusetts
$1.2M – – –
ATC
514
Argent Trust Co
Tennessee
$1.19M -$89K -886 -7%
DA
515
Denali Advisors
California
$1.19M +$333K +3,317 +39%
PMG
516
Private Management Group
California
$1.19M +$161K +1,600 +16%
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$223K +2,217 +24%
VBFG
518
Vishria Bird Financial Group
Tennessee
$1.17M -$15.8K -157 -1%
PAS
519
Park Avenue Securities
New York
$1.15M -$694K -6,903 -38%
BAM
520
Bayshore Asset Management
Florida
$1.14M +$897K +8,922 +373%
PIM
521
Provident Investment Management
Michigan
$1.14M +$591K +5,881 +109%
LEA
522
Legacy Edge Advisors
New York
$1.14M -$679K -6,757 -37%
WAM
523
Warberg Asset Management
Illinois
$1.13M +$1.13M +11,265 New
NC
524
Napatree Capital
Rhode Island
$1.13M +$662K +6,588 +143%
SWA
525
Serenus Wealth Advisors
California
$1.12M +$3.52K +35 +0.3%
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