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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$3.5M +$1.49M +14,804 +74%
SSCM
527
Spectrum Strategic Capital Management
Oregon
$3.49M -$2.41K -24 -0.1%
KWA
528
Kingswood Wealth Advisors
California
$3.49M -$8.35M -83,081 -71%
GIM
529
Goelzer Investment Management
Indiana
$3.49M +$41.7K +415 +1%
CA
530
Claro Advisors
Massachusetts
$3.49M -$187K -1,859 -5%
FHC
531
First Heartland Consultants
Missouri
$3.46M +$2.41M +23,973 +232%
APFP
532
Action Point Financial Planning
Michigan
$3.45M +$3M +29,889 +668%
GWM
533
Greenwich Wealth Management
Connecticut
$3.44M -$12M -118,868 -78%
SBA
534
Seven Bridges Advisors
New York
$3.41M +$3.4M +33,830 New
UAG
535
United Advisor Group
Ohio
$3.4M +$1.61M +16,016 +90%
VIPI
536
Vista Investment Partners II
Indiana
$3.38M +$3.38M +33,614 New
KFA
537
Kelleher Financial Advisors
New York
$3.38M +$3.31M +32,938 +5,373%
BCM
538
Blume Capital Management
California
$3.36M -$839K -8,347 -20%
SFP
539
SwitchPoint Financial Planning
Utah
$3.36M +$406K +4,041 +14%
IA
540
IFG Advisory
Georgia
$3.31M +$3.31M +32,886 New
DAS
541
Daybright Advisory Services
Florida
$3.31M -$191K -1,903 -5%
AAG
542
Armstrong Advisory Group
Massachusetts
$3.29M -$1.25M -12,429 -28%
EWS
543
Evergreen Wealth Solutions
Pennsylvania
$3.27M +$348K +3,464 +12%
DCM
544
Dimension Capital Management
Florida
$3.26M +$3.26M +32,393 New
IA
545
Inspire Advisors
Idaho
$3.26M +$319K +3,176 +11%
NLWP
546
Next Level Wealth Planning
Idaho
$3.25M -$310K -3,079 -9%
GSWM
547
Golden State Wealth Management
California
$3.25M -$437K -4,342 -12%
IF
548
Intrua Financial
Texas
$3.24M +$233K +2,316 +8%
DWS
549
Discipline Wealth Solutions
South Carolina
$3.24M -$2.23M -22,156 -41%
JSSH
550
J. Safra Sarasin Holding
$3.24M – – –
20 21
22
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