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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
451
One Charles Private Wealth Services
Massachusetts
$1.25M +$433K +4,573 +53%
DWM
452
Drive Wealth Management
Utah
$1.25M -$261K -2,754 -17%
JSL
453
JT Stratford LLC
Georgia
$1.24M +$73.4K +775 +6%
JF
454
Joule Financial
Kentucky
$1.23M +$161K +1,694 +15%
NFP
455
Narus Financial Partners
Utah
$1.22M +$14.7K +155 +1%
FFWM
456
Future Financial Wealth Management
Ohio
$1.22M +$22.7K +240 +2%
CFG
457
Cosner Financial Group
Colorado
$1.22M +$2.56K +27 +0.2%
CIA
458
Concurrent Investment Advisors
Florida
$1.21M +$212K +2,242 +21%
CBFP
459
Cedar Brook Financial Partners
Ohio
$1.21M +$36.2K +382 +3%
JWCA
460
J.W. Coons Advisors
Ohio
$1.19M +$35.1K +370 +3%
IWM
461
IHT Wealth Management
Illinois
$1.18M -$130K -1,368 -10%
HHGC
462
Hunting Hill Global Capital
New York
$1.18M +$478K +5,042 +68%
FA
463
Forefront Analytics
Pennsylvania
$1.17M -$9.95K -105 -0.8%
AWA
464
Adapt Wealth Advisors
Georgia
$1.17M +$1.17M +12,382 New
DAS
465
Diversify Advisory Services
Utah
$1.17M +$1.18M +12,495 New
LIP
466
Lighthouse Investment Partners
Florida
$1.17M +$911K +9,609 +356%
AWM
467
Axxcess Wealth Management
California
$1.16M -$11.6M -122,715 -91%
SOS
468
Silver Oak Securities
Tennessee
$1.15M -$510K -5,380 -31%
CAAS
469
Capital Asset Advisory Services
Michigan
$1.14M +$7.11K +75 +0.6%
BIA
470
Biondo Investment Advisors
Pennsylvania
$1.14M +$36.6K +386 +3%
EGA
471
Eagle Global Advisors
Texas
$1.13M +$80.6K +850 +8%
OHWP
472
Oak Harbor Wealth Partners
North Carolina
$1.13M +$119K +1,252 +12%
EWA
473
Exencial Wealth Advisors
Oklahoma
$1.11M -$110K -1,159 -9%
BCG
474
BayBridge Capital Group
California
$1.11M -$25.4K -268 -2%
CIA
475
Choate Investment Advisors
Massachusetts
$1.1M – – –
17 18
19
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