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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$1.7M +$458K +4,559 +37%
OCM
502
One Capital Management
California
$1.68M +$1.32M +13,100 +366%
AFP
503
Alpha Financial Partners
Kentucky
$1.66M -$46.4K -462 -3%
KFAA
504
Klaas Financial Asset Advisors
Illinois
$1.66M -$128K -1,269 -7%
WIM
505
Waycross Investment Management
Washington
$1.65M – – –
AA
506
Aire Advisors
California
$1.63M +$251K +2,500 +18%
TWC
507
TD Waterhouse Canada
Ontario, Canada
$1.62M -$719K -7,157 -31%
PIA
508
Perennial Investment Advisors
California
$1.6M +$284K +2,826 +22%
XPN
509
XY Planning Network
Montana
$1.6M +$933K +9,284 +141%
WCWM
510
Wooster Corthell Wealth Management
Connecticut
$1.6M +$687K +6,830 +76%
GC
511
Guidance Capital
Kentucky
$1.59M -$828K -8,236 -34%
EWA
512
EverSource Wealth Advisors
Alabama
$1.59M +$13.3K +132 +0.8%
EMAM
513
Encompass More Asset Management
California
$1.58M -$907K -9,026 -36%
VCP
514
Verus Capital Partners
Arizona
$1.57M +$569K +5,656 +57%
FPAS
515
Focus Partners Advisor Solutions
Missouri
$1.57M -$13.7M -135,843 -90%
AFP
516
Ausdal Financial Partners
Iowa
$1.56M -$54.3K -540 -3%
RAG
517
RIA Advisory Group
Iowa
$1.54M -$4.42K -44 -0.3%
NAS
518
NWF Advisory Services
California
$1.54M +$1.14M +11,299 +282%
LWM
519
Lionshead Wealth Management
New York
$1.54M -$1.18M -11,742 -43%
MAS
520
MPWM Advisory Solutions
Georgia
$1.52M +$1.01M +10,016 +196%
MWP
521
Meredith Wealth Planning
Illinois
$1.51M -$432K -4,299 -22%
EWM
522
Evolution Wealth Management
Florida
$1.49M +$1.48M +14,758 New
ACA
523
Affinity Capital Advisors
California
$1.48M +$1.47M +14,655 New
FM
524
Foster & Motley
Ohio
$1.47M -$1.03M -10,237 -41%
YIA
525
YHB Investment Advisors
Connecticut
$1.47M +$588K +5,850 +67%
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