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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
376
Advisor OS
Illinois
$982K +$1.04M +10,228 New
APA
377
American Portfolios Advisors
New York
$980K +$3.96K +39 +0.4%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$974K +$386K +3,803 +60%
WCM
379
Windham Capital Management
Massachusetts
$968K +$131K +1,295 +15%
AIP
380
Almanack Investment Partners
Pennsylvania
$962K +$241K +2,373 +31%
SIA
381
SkyView Investment Advisors
New Jersey
$960K – – –
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$959K -$1.26M -12,400 -55%
SWP
383
Stratos Wealth Partners
Ohio
$948K +$505K +4,980 +102%
KCM
384
Kornitzer Capital Management
Kansas
$941K -$30.6K -302 -3%
FA
385
Faithward Advisors
Pennsylvania
$930K -$16M -157,780 -94%
SFO
386
Stokes Family Office
Louisiana
$928K +$763K +7,517 +350%
FFA
387
First Foundation Advisors
California
$928K +$981K +9,668 New
W
388
WealthOne
New York
$908K +$362K +3,572 +61%
BA
389
BCM Advisors
Louisiana
$902K +$965K +9,508 New
ATI
390
Act Two Investors
California
$895K +$946K +9,320 New
TFCP
391
Twin Focus Capital Partners
Massachusetts
$892K +$19.4K +191 +2%
MAG
392
Mayfair Advisory Group
Alabama
$890K -$406 -4 -0%
SRG
393
SBB Research Group
Illinois
$867K +$812 +8 +0.1%
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$862K – – –
CB
395
Community Bank
New York
$845K -$3.55K -35 -0.4%
HWA
396
HCR Wealth Advisors
California
$828K +$157K +1,550 +22%
MSFS
397
Main Street Financial Solutions
Pennsylvania
$827K +$875K +8,619 New
EGA
398
Eagle Global Advisors
Texas
$822K +$58.3K +575 +7%
TC
399
Telemus Capital
Michigan
$818K +$147K +1,446 +20%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$809K +$850K +8,377 +16,754%
14 15
16
17 18