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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
576
Optimum Investment Advisors
Illinois
$362K – – –
RB
577
Renasant Bank
Mississippi
$362K – – –
PFG
578
Pacific Financial Group
Washington
$361K -$3.91K -40 -1%
CFB
579
Cullen/Frost Bankers
Texas
$359K -$293 -3 -0.1%
LCM
580
Logan Capital Management
Pennsylvania
$359K – – –
FWM
581
Focused Wealth Management
New York
$358K +$1.76K +18 +0.5%
VCM
582
Virtue Capital Management
Tennessee
$358K +$351K +3,590 New
RW
583
Rede Wealth
Virginia
$356K +$352K +3,596 New
GM
584
GeoWealth Management
Illinois
$353K +$104K +1,060 +43%
DWM
585
Darwin Wealth Management
Florida
$346K +$344K +3,523 New
DBT
586
Dubuque Bank & Trust
Iowa
$339K +$24.4K +250 +8%
MG
587
Marex Group
$334K +$329K +3,367 New
CS
588
Comerica Securities
Michigan
$334K -$337K -3,447 -51%
MWM
589
Modera Wealth Management
New Jersey
$325K -$21.8K -223 -6%
HPM
590
Hoxton Planning & Management
West Virginia
$320K -$703K -7,195 -69%
JMFC
591
J.M. Forbes & Co
Massachusetts
$317K -$880 -9 -0.3%
SFG
592
Summit Financial Group
West Virginia
$317K -$1.96K -20 -0.6%
FHA
593
First Horizon Advisors
Tennessee
$316K +$208K +2,127 +200%
SW
594
SVB Wealth
Massachusetts
$315K -$176K -1,798 -36%
PA
595
Prism Advisors
California
$313K +$47.9K +490 +18%
TCWA
596
Ten Capital Wealth Advisors
Washington
$313K +$309K +3,156 New
FANJ
597
Financial Architects (New Jersey)
New Jersey
$309K -$104K -1,061 -25%
HWM
598
HFG Wealth Management
Texas
$307K +$303K +3,102 New
BIA
599
Bigelow Investment Advisors
Maine
$303K -$346K -3,538 Closed
LFG
600
Lockerman Financial Group
California
$298K +$294K +3,010 New
22 23
24
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