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iShares 7-10 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
526
Alesco Advisors
New York
$948K +$968K +10,250 New
DWM
527
Dogwood Wealth Management
Kansas
$946K +$224K +2,367 +30%
FFA
528
Fortune Financial Advisors
Kansas
$945K +$945 +10 +0.1%
GM
529
GeoWealth Management
Illinois
$944K -$4.5M -47,585 -82%
TAM
530
TCP Asset Management
Ohio
$941K -$14.3K -151 -1%
BRWA
531
B. Riley Wealth Advisors
Florida
$938K -$2.49M -26,392 -72%
PCG
532
Prosperity Consulting Group
Maryland
$926K -$187K -1,984 -17%
VCP
533
Verus Capital Partners
Arizona
$920K -$88.9K -941 -8%
LC
534
Lavaca Capital
Texas
$910K +$11.5K +122 +1%
LPT
535
Legacy Private Trust
Wisconsin
$896K -$594K -6,289 -39%
FA
536
Flagstar Advisors
New York
$896K +$36.3K +384 +4%
FM
537
Family Management
New York
$892K -$569K -6,023 -38%
PAYA
538
Phil A. Younker & Associates
Alaska
$874K +$893K +9,455 New
EWA
539
Exencial Wealth Advisors
Oklahoma
$873K -$45K -476 -5%
TF
540
Trek Financial
Arizona
$856K -$20.6K -218 -2%
CSP
541
Cary Street Partners
Virginia
$842K +$861K +9,109 New
SIA
542
SkyView Investment Advisors
New Jersey
$832K +$850K +9,000 New
TWM
543
Tanglewood Wealth Management
Texas
$828K +$846K +8,953 New
OWA
544
Opal Wealth Advisors
New York
$822K -$572K -6,049 -40%
LSAG
545
Lake Street Advisors Group
New Hampshire
$820K -$2.65K -28 -0.3%
HS
546
Horan Securities
United States
$818K -$567 -6 -0.1%
WP
547
Wealthspan Partners
Iowa
$813K +$379K +4,015 +84%
CA
548
Clearstead Advisors
Ohio
$812K +$33.3K +352 +4%
BC
549
Bowman & Company
Wisconsin
$808K -$36.2K -383 -4%
NFP
550
Narus Financial Partners
Utah
$799K -$434K -4,597 -35%