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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
526
Heritage Wealth Partners
Ohio
$736K – – –
PWMG
527
Pinnacle Wealth Management Group
Michigan
$725K -$5.77M -60,864 -89%
ACM
528
Avalon Capital Management
California
$713K -$1.94M -20,516 -73%
PP
529
Patten & Patten
Tennessee
$707K +$708K +7,470 New
VAS
530
Vestmark Advisory Solutions
Massachusetts
$705K +$2.75K +29 +0.4%
CPA
531
Capital Planning Advisors
California
$695K +$91K +960 +15%
CG
532
Cutler Group
California
$694K -$745K -7,856 -52%
CAM
533
Crestone Asset Management
Colorado
$694K -$1.32M -13,890 -65%
BCA
534
Bay Colony Advisors
Massachusetts
$692K -$254K -2,679 -27%
HIC
535
Hartline Investment Corp
Illinois
$692K +$692K +7,307 New
FA
536
FDx Advisors
Illinois
$690K -$169K -1,780 -20%
W
537
WPWealth
Texas
$684K +$324K +3,415 +90%
LSAG
538
Lake Street Advisors Group
New Hampshire
$683K +$684K +7,214 New
TI
539
Tidal Investments
Wisconsin
$670K +$671K +7,082 New
TWP
540
Tower Wealth Partners
Pennsylvania
$652K +$8.62K +91 +1%
VWM
541
Vigilare Wealth Management
Arizona
$649K -$2.11M -22,284 -76%
GIM
542
Goelzer Investment Management
Indiana
$647K -$731K -7,710 -53%
LMKC
543
L.M. Kohn & Company
Ohio
$646K +$142K +1,497 +28%
EW
544
Evoke Wealth
California
$638K +$639K +6,740 New
RI
545
Ridgewood Investments
New Jersey
$635K +$89.5K +944 +16%
BWM
546
Brickley Wealth Management
California
$634K – – –
CM
547
Columbus Macro
Pennsylvania
$632K -$443K -4,675 -41%
CA
548
Cambridge Advisors
Nebraska
$631K – – –
TWM
549
TriaGen Wealth Management
California
$628K +$629K +6,633 New
NL
550
NWAM LLC
Washington
$628K -$845K -8,918 -57%
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