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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
451
Diligent Investors
California
$411K -$2.32K -19 -0.6%
JSL
452
JT Stratford LLC
Georgia
$407K -$74K -607 -15%
LWM
453
Liberty Wealth Management
California
$407K +$62K +508 +18%
JCM
454
Jacobi Capital Management
Pennsylvania
$399K +$35.3K +289 +10%
QC
455
QCM Cayman
Texas
$393K -$108K -886 -22%
HGWM
456
Horst & Graben Wealth Management
Oregon
$388K +$183K +1,500 +89%
CFB
457
Cullen/Frost Bankers
Texas
$386K – – –
PWA
458
Physician Wealth Advisors
Utah
$382K +$39.2K +321 +11%
1SB
459
1ST Source Bank
Indiana
$378K +$378K +3,100 New
BB
460
Berkshire Bank
Massachusetts
$375K +$376K +3,080 New
MOS
461
MGO One Seven
Ohio
$369K -$114K -936 -24%
DJSG
462
D.J. St. Germain
Massachusetts
$369K -$61K -500 -14%
RWB
463
RMR Wealth Builders
New Jersey
$369K +$320K +2,622 +651%
MFG
464
MidWestOne Financial Group
Iowa
$359K -$295K -2,415 -45%
BSAM
465
Blue Sky Asset Management
Colorado
$354K -$7.75M -63,530 -96%
EWMCB
466
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$353K +$21.8K +179 +7%
CGA
467
Crescent Grove Advisors
Illinois
$347K – – –
DL
468
DOHJ LLC
Washington
$340K +$23.5K +193 +7%
SAM
469
Strategy Asset Managers
California
$336K -$49.5K -406 -13%
3F
470
360 Financial
Minnesota
$335K – – –
ECM
471
Evergreen Capital Management
Washington
$331K -$15.1K -124 -4%
SMG
472
Smart Money Group
Texas
$331K +$330K +2,709 New
EAM
473
Eagle Asset Management
Florida
$330K +$330K +2,706 New
GHA
474
GW Henssler & Associates
Georgia
$323K -$11.8K -97 -4%
NDSI
475
Newman Dignan & Sheerar Inc
Rhode Island
$322K +$5K +41 +2%
17 18
19
20 21