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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
451
Icon Wealth Advisors
Texas
$611K +$407K +4,239 +198%
SAM
452
Strategy Asset Managers
California
$607K -$3.84K -40 -0.6%
W
453
WorthPointe
California
$597K – – –
SS
454
Simplicity Solutions
Minnesota
$597K -$59K -614 -9%
PFS
455
Prospera Financial Services
Texas
$587K +$588K +6,124 New
CWM
456
Chemistry Wealth Management
New York
$581K -$21.4K -223 -4%
FW
457
FirstPurpose Wealth
Utah
$580K -$9.6K -100 -2%
CWM
458
Centric Wealth Management
Illinois
$580K +$581K +6,052 New
WQ
459
Wealth Quarterback
New Jersey
$577K -$197K -2,048 -25%
HW
460
Hamilton Wealth
California
$573K +$574K +5,979 New
FAIM
461
Financial Advocates Investment Management
Washington
$570K +$129K +1,340 +29%
CPW
462
Catalyst Private Wealth
California
$561K +$82.3K +857 +17%
AFA
463
American Financial Advisors
Georgia
$559K +$3.17K +33 +0.6%
FCAM
464
First Citizens Asset Management
North Carolina
$558K -$37.2K -387 -6%
CAP
465
Columbia Advisory Partners
Washington
$557K +$559K +5,818 New
PP
466
Patron Partners
Texas
$556K -$32.3K -336 -5%
PWM
467
Perigon Wealth Management
California
$554K -$79.9K -832 -13%
MOS
468
MGO One Seven
Ohio
$552K +$365K +3,798 +193%
LJAC
469
L.J. Altfest & Co
New York
$547K -$60.7K -632 -10%
AWM
470
Aprio Wealth Management
Georgia
$543K – – –
W
471
WealthOne
New York
$539K -$368K -3,832 -40%
CCM
472
Canal Capital Management
Virginia
$538K +$540K +5,622 New
FFA
473
Farther Finance Advisors
California
$534K +$536K +5,578 New
SAG
474
SageView Advisory Group
California
$533K +$534K +5,563 New
TWC
475
TD Waterhouse Canada
Ontario, Canada
$530K +$312K +3,254 +155%
17 18
19
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