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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
526
Baltimore-Washington Financial Advisors
Maryland
$247K +$2.88K +26 New
RW
527
Rede Wealth
Virginia
$246K -$11.9K -107 -4%
MOS
528
MGO One Seven
Ohio
$244K +$252K +2,273 New
CBFP
529
Cedar Brook Financial Partners
Ohio
$243K +$17.3K +156 +7%
PAM
530
Palisade Asset Management
Minnesota
$242K – – –
SCM
531
Stordahl Capital Management
Colorado
$238K – – –
MFW
532
Meristem Family Wealth
Minnesota
$237K -$46.4K -418 -16%
IFWM
533
Institute for Wealth Management
Colorado
$237K +$245K +2,204 New
WWM
534
Western Wealth Management
Colorado
$234K +$241K +2,172 New
T
535
TNF
Montana
$233K -$5.44K -49 -2%
OIA
536
Optimum Investment Advisors
Illinois
$231K – – –
CFAM
537
Coury Firm Asset Management
Pennsylvania
$231K +$238K +2,149 New
IWP
538
Icon Wealth Partners
Texas
$230K +$237K +2,138 New
EWA
539
EP Wealth Advisors
California
$228K -$423K -3,813 -64%
SCM
540
SCS Capital Management
Massachusetts
$228K – – –
WCG
541
Weaver Consulting Group
California
$225K -$11K -99 -5%
GSC
542
Ground Swell Capital
South Carolina
$225K +$233K +2,096 New
MHR
543
Matthew Hamilton Rosenberg
$223K -$656K -5,911 -74%
C1AG
544
Client 1st Advisory Group
Florida
$222K -$7.33K -66 -3%
DJSG
545
D.J. St. Germain
Massachusetts
$222K – – –
FCA
546
FLC Capital Advisors
California
$219K -$375K -3,382 -62%
ACA
547
Affinity Capital Advisors
California
$219K -$10.7K -96 -5%
NFP
548
Narus Financial Partners
Utah
$218K +$225K +2,027 New
NW
549
NewEdge Wealth
Pennsylvania
$217K -$2.38M -21,404 -91%
BHTS
550
Bar Harbor Trust Services
Maine
$215K – – –
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