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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
276
Peak Asset Management
Colorado
$264K – – –
IA
277
IFG Advisory
Georgia
$263K -$53.2K -522 -17%
CFB
278
Cullen/Frost Bankers
Texas
$260K -$108K -1,057 -29%
OIA
279
Optimum Investment Advisors
Illinois
$260K -$10.6K -104 -4%
LSAG
280
Lake Street Advisors Group
New Hampshire
$254K -$7.95K -78 -3%
BAM
281
Belpointe Asset Management
Nevada
$254K +$253K +2,480 New
QAM
282
Quantres Asset Management
Cayman Islands
$250K +$248K +2,439 New
SFS
283
Sowell Financial Services
Arkansas
$245K -$158K -1,547 -39%
RA
284
RFG Advisory
Alabama
$243K +$242K +2,374 New
MBTD
285
Mechanics Bank - Trust Department
California
$239K -$256K -2,510 -52%
GJIC
286
Gamble Jones Investment Counsel
California
$238K -$35.6K -350 -13%
MYIA
287
Mount Yale Investment Advisors
Colorado
$232K – – –
WP
288
WealthSource Partners
California
$229K -$44.9K -441 -17%
SG
289
StoneX Group
New York
$223K +$222K +2,176 New
BIA
290
Bigelow Investment Advisors
Maine
$222K -$69.4K -681 -24%
CCMG
291
Clark Capital Management Group
Pennsylvania
$222K -$5.2K -51 -2%
SFM
292
Signet Financial Management
New Jersey
$219K -$84.3K -828 -28%
CWM
293
Calamos Wealth Management
Illinois
$217K -$44.9K -441 -17%
EWF
294
Epstein & White Financial
California
$215K -$53K -520 -20%
FT
295
Fiduciary Trust
Massachusetts
$205K -$25.5K -250 -11%
BTNA
296
Bremer Trust National Association
Minnesota
$204K -$94.8K -931 -32%
TPW
297
Tiller Private Wealth
Pennsylvania
$201K – – –
IWP
298
Icon Wealth Partners
Texas
$200K -$11.3K -111 -5%
AWM
299
AllSquare Wealth Management
New York
$195K – – –
SMFS
300
Squar Milner Financial Services
California
$193K +$191K +1,880 New
10 11
12
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