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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
576
Aptus Capital Advisors
Alabama
$12K -$48.3K -413 -79%
WT
577
Washington Trust
Rhode Island
$11K -$48.6K -416 -82%
CTC
578
Central Trust Company
Missouri
$11K – – –
SBL
579
Sargent Bickham Lagudis
Colorado
$10K -$12.6K -108 -55%
EWM
580
EPG Wealth Management
Georgia
$10K +$10.4K +89 New
TIM
581
Tortoise Investment Management
New York
$9K -$46.7K -399 -84%
WT
582
Whittier Trust
California
$9K -$39.5K -338 -80%
BMD
583
Better Money Decisions
New Mexico
$9K +$8.77K +75 New
PCFFS
584
Pacific Center for Financial Services
California
$9K +$9.35K +80 New
S
585
SignatureFD
Georgia
$8K -$117 -1 -1%
SWM
586
Sugarloaf Wealth Management
Georgia
$8K – – –
TFGT
587
TS Financial Group (TSFG)
Illinois
$8K – – –
IF
588
Ironwood Financial
Arizona
$7K – – –
COCM
589
Charter Oak Capital Management
New Hampshire
$7K +$5.85K +50 +385%
AIP
590
Ameritas Investment Partners
Nebraska
$6K -$3.51K -30 -36%
IPW
591
IronBridge Private Wealth
Texas
$6K – – –
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
BWP
593
Baldwin Wealth Partners
Massachusetts
$6K +$5.61K +48 New
AIM
594
Anchor Investment Management
South Carolina
$5.18K – – –
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K -$18.7K -160 -80%
GLLW
596
Graves Light Lenhart Wealth
Virginia
$5K – – –
PAIM
597
Punch & Associates Investment Management
Minnesota
$5K +$5.26K +45 New
OCM
598
Orion Capital Management
California
$5K +$5.38K +46 New
AL
599
ADE LLC
Maryland
$4K – – –
AW
600
Avion Wealth
Texas
$4K – – –
22 23
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