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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
551
Peak Financial Management
Massachusetts
$208K +$208K +1,704 New
WTB
552
Washington Trust Bank
Washington
$207K – – –
PIA
553
Pinion Investment Advisors
Kansas
$203K – – –
BHWM
554
Bay Harbor Wealth Management
Maryland
$203K +$88.3K +724 +77%
EWA
555
EP Wealth Advisors
California
$201K – – –
BFEC
556
Benjamin F. Edwards & Company
Missouri
$194K -$3.42K -28 -2%
GSWM
557
Golden State Wealth Management
California
$179K +$179K +1,468 New
NG
558
NWK Group
California
$159K -$610 -5 -0.4%
GEA
559
Glen Eagle Advisors
New Jersey
$150K +$64.2K +526 +74%
PFS
560
Prospera Financial Services
Texas
$150K -$1.45M -11,897 -91%
SSB
561
Sandy Spring Bank
Maryland
$138K +$63.6K +521 +84%
AF
562
Advisornet Financial
Minnesota
$118K -$42.1K -345 -26%
FCA
563
FinTrust Capital Advisors
South Carolina
$117K -$8.29K -68 -7%
S
564
SignatureFD
Georgia
$116K -$12.2K -100 -10%
MA
565
MUFG Americas
New York
$110K +$5.25K +43 +5%
CT
566
Caldwell Trust
Florida
$110K – – –
BW
567
Bison Wealth
Georgia
$108K – – –
FFA
568
Founders Financial Alliance
North Carolina
$107K +$107K +877 New
WT
569
Whittier Trust
California
$106K +$65.1K +534 +158%
TF
570
Tompkins Financial
New York
$104K +$104K +850 New
SBSB
571
Sullivan, Bruyette, Speros & Blaney
Virginia
$100K +$100K +822 New
CWM
572
Cranbrook Wealth Management
Michigan
$96K – – –
FHA
573
Flagship Harbor Advisors
Massachusetts
$92K -$220K -1,805 -70%
WB
574
Webster Bank
Connecticut
$89K – – –
APC
575
Aspire Private Capital
North Carolina
$78K -$2.13M -17,456 -96%
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