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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
901
Balboa Wealth Partners
Arizona
$782K -$126K -1,251 -14%
KNW
902
Kesler Norman & Wride
Utah
$782K +$780K +7,763 New
NFG
903
Nations Financial Group
Iowa
$772K -$302 -3 -0%
RFN
904
RDA Financial Network
Iowa
$767K +$9.35K +93 +1%
APA
905
Astoria Portfolio Advisors
New York
$749K -$123K -1,222 -14%
RWM
906
Revisor Wealth Management
Ohio
$740K -$260K -2,586 -26%
BWL
907
Bogart Wealth LLC
Virginia
$736K +$73.7K +733 +11%
IAS
908
Insigneo Advisory Services
Florida
$729K +$728K +7,246 New
WJWM
909
Williams Jones Wealth Management
New York
$722K +$721K +7,169 New
CAL
910
Capital Advisors Ltd
Ohio
$716K -$29.9K -297 -4%
RB
911
Richmond Brothers
Michigan
$714K +$713K +7,090 New
MWM
912
McCartney Wealth Management
Missouri
$711K -$27.8K -277 -4%
MCM
913
Mainstay Capital Management
Michigan
$710K +$322K +3,206 +83%
HA
914
Herold Advisors
New York
$704K – – –
KF
915
Krilogy Financial
Missouri
$701K +$20K +199 +3%
FMWA
916
Forvis Mazars Wealth Advisors
Missouri
$700K +$699K +6,957 New
RWP
917
Revolve Wealth Partners
New Jersey
$698K +$697K +6,937 New
SIG
918
Spinnaker Investment Group
California
$697K +$130K +1,297 +23%
EWA
919
Elevate Wealth Advisory
Georgia
$688K +$49.9K +496 +8%
NEWAS
920
N.E.W. Advisory Services
Wisconsin
$688K +$270K +2,683 +65%
GM
921
GeoWealth Management
Illinois
$686K -$59.6K -593 -8%
FWP
922
FAS Wealth Partners
Kansas
$685K -$150K -1,488 -18%
VCP
923
Verus Capital Partners
Arizona
$684K +$389K +3,872 +133%
GIA
924
GHP Investment Advisors
Colorado
$683K -$186K -1,849 -21%
VRM
925
Vectors Research Management
New York
$682K -$307K -3,050 -31%
35 36
37
38 39