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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
351
Horan Securities
United States
$773K +$249K +2,134 +45%
CCA
352
Checchi Capital Advisers
California
$742K -$7.57K -65 -1%
RC
353
Rinet Company
Massachusetts
$739K +$763K +6,548 New
CCM
354
Crew Capital Management
Ohio
$733K +$756K +6,490 New
SWP
355
Summit Wealth Partners
Florida
$729K -$260K -2,235 -26%
OWA
356
Outlook Wealth Advisors
Texas
$721K -$1.09M -9,330 -59%
GM
357
GeoWealth Management
Illinois
$721K -$172K -1,475 -19%
PWM
358
Perigon Wealth Management
California
$718K -$63.1K -542 -8%
C1AG
359
Client 1st Advisory Group
Florida
$716K -$197K -1,691 -21%
ATPW
360
Ashton Thomas Private Wealth
Arizona
$710K -$1.09M -9,324 -60%
HPC
361
Hobart Private Capital
North Carolina
$690K -$2.11M -18,093 -75%
4WM
362
4J Wealth Management
Virginia
$683K -$13.7K -118 -2%
PP
363
Patron Partners
Texas
$677K +$8.04K +69 +1%
CA
364
Clearstead Advisors
Ohio
$675K -$114K -977 -14%
RVM
365
Robinson Value Management
Texas
$670K -$45.7K -392 -6%
DJSG
366
D.J. St. Germain
Massachusetts
$664K +$203K +1,740 +42%
MA
367
Mutual Advisors
Nebraska
$663K -$1.02M -8,788 -60%
HWA
368
HCR Wealth Advisors
California
$663K +$684K +5,870 New
AA
369
Argent Advisors
Louisiana
$654K – – –
OPS
370
Orion Portfolio Solutions
Nebraska
$651K -$26.4K -227 -4%
WCG
371
Weaver Consulting Group
California
$646K -$478K -4,100 -42%
PAM
372
Peak Asset Management
Colorado
$643K -$6.41K -55 -1%
AF
373
Alerus Financial
North Dakota
$642K -$271K -2,329 -29%
SCM
374
SCS Capital Management
Massachusetts
$635K – – –
SCA
375
Snowden Capital Advisors
New York
$635K +$71.2K +611 +12%
13 14
15
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