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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$386K +$30.5K +251 +9%
LWM
452
Liberty Wealth Management
California
$373K +$314K +2,581 +1,016%
JCM
453
Jacobi Capital Management
Pennsylvania
$370K +$18.5K +152 +5%
IWP
454
Icon Wealth Partners
Texas
$360K +$359K +2,952 New
SIA
455
Strategic Investment Advisors
Michigan
$354K +$353K +2,909 New
PWA
456
Physician Wealth Advisors
Utah
$350K +$348K +2,860 New
BCA
457
Bay Colony Advisors
Massachusetts
$350K +$349K +2,874 New
CGA
458
Crescent Grove Advisors
Illinois
$347K – – –
ECM
459
Evergreen Capital Management
Washington
$346K -$859K -7,071 -71%
NS
460
NewDay Solutions
New Hampshire
$342K -$965K -7,938 -74%
3F
461
360 Financial
Minnesota
$335K – – –
GHA
462
GW Henssler & Associates
Georgia
$335K +$4.01K +33 +1%
DAS
463
Dynamic Advisor Solutions
Arizona
$334K +$125K +1,029 +60%
CIAS
464
Capital Investment Advisory Services
North Carolina
$333K -$43K -354 -11%
EWMCB
465
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$331K +$330K +2,716 New
MA
466
MUFG Americas
New York
$329K – – –
VWA
467
V Wealth Advisors
Kansas
$327K +$327K +2,688 New
DL
468
DOHJ LLC
Washington
$323K +$319K +2,623 New
BHTS
469
Bar Harbor Trust Services
Maine
$321K – – –
AWE
470
Avidian Wealth Enterprises
Texas
$321K +$320K +2,630 New
VA
471
Valmark Advisers
Ohio
$320K -$91.1K -750 -22%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$320K +$8.14K +67 +3%
JIP
473
Jaffetilchin Investment Partners
Florida
$316K +$49K +403 +18%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$313K +$312K +2,570 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$312K +$179K +1,476 +136%
17 18
19
20 21