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iShares 7-10 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
326
Sage Advisory Services
Texas
$201K +$202K +1,905 New
IWM
327
IHT Wealth Management
Illinois
$192K +$188K +1,771 +3,342%
LNB
328
Ledyard National Bank
$185K +$185K +1,748 New
PA
329
Parallel Advisors
California
$182K – – –
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$86.2K +813 +103%
PCG
331
Private Capital Group
Connecticut
$167K +$168K +1,585 New
MFW
332
Mosaic Family Wealth
Missouri
$165K -$75.2K -709 -31%
UBS AM
333
UBS AM
Illinois
$161K -$25.2K -238 -14%
RFS
334
Rockefeller Financial Services
New York
$152K – – –
PWM
335
Perigon Wealth Management
California
$121K -$223K -2,107 -65%
MPPLM
336
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$112K +$113K +1,063 New
RIA
337
RPG Investment Advisory
California
$106K -$54K -509 -34%
RFWA
338
RPg Family Wealth Advisory
Massachusetts
$103K -$19.4K -183 -16%
PCP
339
Proficio Capital Partners
Massachusetts
$102K -$35K -330 -26%
MIM
340
Macroview Investment Management
Maryland
$97K +$106 +1 +0.1%
WA
341
WealthTrust-Arizona
Arizona
$96K – – –
MA
342
MUFG Americas
New York
$91K – – –
FHA
343
First Horizon Advisors
Tennessee
$83K -$4.45K -42 -5%
VCM
344
Vigilant Capital Management
Maine
$82K – – –
PS
345
Portfolio Strategies
New York
$82K +$82.2K +775 New
WTC
346
WhitTier Trust Company
Nevada
$80K +$80.7K +761 New
WT
347
Whittier Trust
California
$78K +$78.7K +742 New
RIM
348
Rampart Investment Management
Connecticut
$68K – – –
AIM
349
Advantage Investment Management
Iowa
$67K -$14.1K -133 -17%
IFA
350
Interactive Financial Advisors
Illinois
$62K -$2.76K -26 -4%