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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
401
Alpha Omega Wealth Management
Virginia
$2K – – –
SWM
402
SeaCrest Wealth Management
New York
$2K +$1.59K +15 New
FANJ
403
Financial Architects (New Jersey)
New Jersey
$2K +$2.02K +19 New
DRS
404
Deane Retirement Strategies
Louisiana
$1K -$7.74M -72,993 -100%
RFA
405
Reilly Financial Advisors
California
$1K – – –
SHJ
406
Sharkey, Howes & Javer
Colorado
$1K – – –
APSP
407
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$212 +2 +33%
PCG
408
Private Capital Group
Connecticut
$167 +$168K +1,585 New
WI
409
WBI Investments
New Jersey
– -$26.3M -246,467 Closed
RJFSA
410
Raymond James Financial Services Advisors
Florida
– -$11.9M -111,654 Closed
CG
411
Cutler Group
California
– -$6.42M -60,503 Closed
ICOA
412
Investment Centers of America
North Dakota
– -$2.98M -27,976 Closed
PC
413
Paulson & Co
New York
– -$2.13M -20,000 Closed
HFS
414
HL Financial Services
Kentucky
– -$2.12M -19,920 Closed
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
– -$1.43M -13,430 Closed
LG
416
Leuthold Group
Minnesota
– -$1.37M -12,891 Closed
CIM
417
Cambria Investment Management
California
– -$1.25M -11,715 Closed
BFA
418
Beaumont Financial Advisors
Massachusetts
– -$740K -6,949 Closed
SWA
419
SFMG Wealth Advisors
Texas
– -$692K -6,494 Closed
PFS
420
Prospera Financial Services
Texas
– -$537K -5,046 Closed
CCMG
421
Clark Capital Management Group
Pennsylvania
– -$488K -4,580 Closed
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
– -$427K -4,013 Closed
CCFCSB
423
Cape Cod Five Cents Savings Bank
Massachusetts
– -$404K -3,790 Closed
CPP
424
Crow Point Partners
Massachusetts
– -$396K -3,712 Closed
BA
425
Boston Advisors
Massachusetts
– -$377K -3,540 Closed
14 15 16
17
18