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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
526
Leicht Financial Planning & Wealth Management
New Jersey
$3.52M -$903K -8,980 -20%
FWA
527
Flagship Wealth Advisors
Massachusetts
$3.51M +$3.51M +34,910 New
APW
528
Allied Private Wealth
Florida
$3.51M +$3.51M +34,899 New
CFG
529
Citizens Financial Group
Rhode Island
$3.5M +$1.49M +14,804 +74%
SSCM
530
Spectrum Strategic Capital Management
Oregon
$3.49M -$2.41K -24 -0.1%
KWA
531
Kingswood Wealth Advisors
California
$3.49M -$8.35M -83,081 -71%
GIM
532
Goelzer Investment Management
Indiana
$3.49M +$41.7K +415 +1%
CA
533
Claro Advisors
Massachusetts
$3.49M -$187K -1,859 -5%
FHC
534
First Heartland Consultants
Missouri
$3.46M +$2.41M +23,973 +232%
APFP
535
Action Point Financial Planning
Michigan
$3.45M +$3M +29,889 +668%
GWM
536
Greenwich Wealth Management
Connecticut
$3.44M -$12M -118,868 -78%
SBA
537
Seven Bridges Advisors
New York
$3.41M +$3.4M +33,830 New
UAG
538
United Advisor Group
Ohio
$3.4M +$1.61M +16,016 +90%
VIPI
539
Vista Investment Partners II
Indiana
$3.38M +$3.38M +33,614 New
KFA
540
Kelleher Financial Advisors
New York
$3.38M +$3.31M +32,938 +5,373%
BCM
541
Blume Capital Management
California
$3.36M -$839K -8,347 -20%
SFP
542
SwitchPoint Financial Planning
Utah
$3.36M +$406K +4,041 +14%
IA
543
IFG Advisory
Georgia
$3.31M +$3.31M +32,886 New
DAS
544
Daybright Advisory Services
Florida
$3.31M -$191K -1,903 -5%
AAG
545
Armstrong Advisory Group
Massachusetts
$3.29M -$1.25M -12,429 -28%
EWS
546
Evergreen Wealth Solutions
Pennsylvania
$3.27M +$348K +3,464 +12%
DCM
547
Dimension Capital Management
Florida
$3.26M +$3.26M +32,393 New
IA
548
Inspire Advisors
Idaho
$3.26M +$319K +3,176 +11%
NLWP
549
Next Level Wealth Planning
Idaho
$3.25M -$310K -3,079 -9%
GSWM
550
Golden State Wealth Management
California
$3.25M -$437K -4,342 -12%
20 21
22
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