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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
526
Palisade Asset Management
Minnesota
$259K -$9.43K -82 -4%
CIAS
527
Capital Investment Advisory Services
North Carolina
$258K -$9.31K -81 -3%
WWM
528
Windsor Wealth Management
Indiana
$257K +$260K +2,258 New
SCM
529
Stordahl Capital Management
Colorado
$254K -$3.22K -28 -1%
JCA
530
January Capital Advisors
California
$253K +$253K +2,197 New
WCG
531
Weaver Consulting Group
California
$252K -$76K -661 -23%
BFM
532
Boothbay Fund Management
New York
$248K -$1.05M -9,125 -81%
OIA
533
Optimum Investment Advisors
Illinois
$247K – – –
AC
534
Apella Capital
Connecticut
$245K -$130K -1,131 -35%
ACA
535
Affinity Capital Advisors
California
$245K -$46.6K -405 -16%
C1AG
536
Client 1st Advisory Group
Florida
$245K -$29.1K -253 -11%
SCM
537
SCS Capital Management
Massachusetts
$244K -$2.53K -22 -1%
WTC
538
WhitTier Trust Company
Nevada
$242K – – –
CBFP
539
Cedar Brook Financial Partners
Ohio
$242K +$242K +2,104 New
DJSG
540
D.J. St. Germain
Massachusetts
$238K -$10.9K -95 -4%
BIA
541
Bigelow Investment Advisors
Maine
$238K – – –
MAM
542
MMA Asset Management
Pennsylvania
$234K +$575 +5 +0.2%
BHTS
543
Bar Harbor Trust Services
Maine
$231K -$42.9K -373 -16%
EGA
544
E&G Advisors
Texas
$230K – – –
ECM
545
Evergreen Capital Management
Washington
$229K – – –
IFO
546
Independent Family Office
New York
$226K – – –
DADC
547
D.A. Davidson & Co
Montana
$223K -$1.67M -14,513 -88%
VC
548
Vicus Capital
Pennsylvania
$223K -$1.63M -14,158 -88%
MFC
549
Mechanics Financial Corp
Ohio
$220K +$220K +1,910 New
PPW
550
Pinnacle Private Wealth
Massachusetts
$218K +$218K +1,896 New
20 21
22
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