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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$893K +$59.4K +630 +7%
SS
452
Simplicity Solutions
Minnesota
$889K +$41.2K +437 +5%
BCV
453
Banque Cantonale Vaudoise
Switzerland
$888K +$321K +3,400 +54%
BOM
454
Bank of Marin
California
$885K +$80.4K +852 +10%
PFGIA
455
Patriot Financial Group Insurance Agency
Massachusetts
$857K -$452K -4,788 -34%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$852K -$445K -4,719 -34%
CF
457
Clarity Financial
Texas
$846K +$42.3K +448 +5%
WF
458
Warner Financial
Maryland
$846K +$161K +1,704 +23%
CBFP
459
Cedar Brook Financial Partners
Ohio
$839K +$667K +7,069 +338%
FIA
460
FNY Investment Advisers
New York
$833K +$858K +9,100 New
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$830K +$187K +1,980 +28%
RC
462
Roundview Capital
New Jersey
$828K +$852K +9,038 New
TIA
463
Traphagen Investment Advisors
New Jersey
$820K -$380K -4,027 -31%
MG
464
Mather Group
Illinois
$813K -$573K -6,072 -41%
AG
465
Ascent Group
Virginia
$799K +$160K +1,697 +24%
HIM
466
Hanlon Investment Management
New Jersey
$799K -$12.5K -133 -2%
HCM
467
Howard Capital Management
Georgia
$789K -$211K -2,237 -21%
AI
468
AXS Investments
New York
$780K +$25.9K +275 +3%
FW
469
FirstPurpose Wealth
Utah
$771K +$111K +1,180 +16%
CIM
470
Cambria Investment Management
California
$771K – – –
CB
471
Community Bank
New York
$769K -$34.7K -368 -4%
SCA
472
Snowden Capital Advisors
New York
$768K -$48.3K -512 -6%
VC
473
Vicus Capital
Pennsylvania
$758K -$51.8K -549 -6%
WC
474
Waterloo Capital
Texas
$754K -$711K -7,536 -48%
SRG
475
SBB Research Group
Illinois
$749K +$849 +9 +0.1%
17 18
19
20 21