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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
451
New Potomac Partners
Maryland
$896K +$923K +9,783 New
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$893K +$59.4K +630 +7%
SS
453
Simplicity Solutions
Minnesota
$889K +$41.2K +437 +5%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$888K +$321K +3,400 +54%
BOM
455
Bank of Marin
California
$885K +$80.4K +852 +10%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$857K -$452K -4,788 -34%
MSWMA
457
Market Street Wealth Management Advisors
Indiana
$852K -$445K -4,719 -34%
CF
458
Clarity Financial
Texas
$846K +$42.3K +448 +5%
WF
459
Warner Financial
Maryland
$846K +$161K +1,704 +23%
CBFP
460
Cedar Brook Financial Partners
Ohio
$839K +$667K +7,069 +338%
FIA
461
FNY Investment Advisers
New York
$833K +$858K +9,100 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$830K +$187K +1,980 +28%
RC
463
Roundview Capital
New Jersey
$828K +$852K +9,038 New
TIA
464
Traphagen Investment Advisors
New Jersey
$820K -$380K -4,027 -31%
MG
465
Mather Group
Illinois
$813K -$573K -6,072 -41%
AG
466
Ascent Group
Virginia
$799K +$160K +1,697 +24%
HIM
467
Hanlon Investment Management
New Jersey
$799K -$12.5K -133 -2%
HCM
468
Howard Capital Management
Georgia
$789K -$211K -2,237 -21%
AI
469
AXS Investments
New York
$780K +$25.9K +275 +3%
FW
470
FirstPurpose Wealth
Utah
$771K +$111K +1,180 +16%
CIM
471
Cambria Investment Management
California
$771K – – –
CB
472
Community Bank
New York
$769K -$34.7K -368 -4%
SCA
473
Snowden Capital Advisors
New York
$768K -$48.3K -512 -6%
VC
474
Vicus Capital
Pennsylvania
$758K -$51.8K -549 -6%
WC
475
Waterloo Capital
Texas
$754K -$711K -7,536 -48%
17 18
19
20 21