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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
451
Lake Point Wealth Management
Texas
$26K – – –
BCA
452
Bray Capital Advisors
Florida
$25K – – –
TWA
453
TCI Wealth Advisors
Arizona
$25K – – –
CHC
454
City Holding Co
West Virginia
$24K – – –
SFG
455
SevenBridge Financial Group
Pennsylvania
$23K – – –
SCA
456
Stonebridge Capital Advisors
Minnesota
$23K +$22K +205 New
BHWM
457
Bay Harbor Wealth Management
Maryland
$21K +$20.7K +193 New
TC
458
Trust Company
Kansas
$20K – – –
CAGAS
459
Capital Advisory Group Advisory Services
Minnesota
$20K +$19.8K +185 New
TCOV
460
Trust Company of Vermont
Vermont
$18K – – –
VCM
461
Vigilant Capital Management
Maine
$17K +$16.1K +150 New
HCM
462
Hilton Capital Management
New York
$17K +$16.6K +155 New
GI
463
Gradient Investments
Minnesota
$16K +$7.72K +72 +94%
ETI
464
Enterprise Trust & Investment
California
$16K +$15.9K +148 New
SAM
465
Shamrock Asset Management
Texas
$15K -$337K -3,140 -96%
ACA
466
Atlas Capital Advisors
Wyoming
$13.5K +$13.2K +123 New
PCIG
467
Partners Capital Investment Group
Massachusetts
$13K +$107 +1 +0.9%
TF
468
TimeScale Financial
Massachusetts
$13K +$12.6K +118 New
IFAM
469
Institutional & Family Asset Management
Colorado
$12K – – –
VFA
470
Valeo Financial Advisors
Indiana
$11K +$11.1K +104 New
HPC
471
HM Payson & Co
Maine
$10K +$9.32K +87 New
SWP
472
Strategic Wealth Partners
Ohio
$10K +$10.4K +97 New
WA
473
WestEnd Advisors
North Carolina
$9.35K +$2.68K +25 +42%
PCM
474
Princeton Capital Management
New Jersey
$9K – – –
HWM
475
Holloway Wealth Management
Florida
$8K – – –
17 18
19
20 21