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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
601
W Advisors LLC
Tennessee
$295K -$27.5K -281 -9%
GT
602
Greenleaf Trust
Michigan
$294K -$610K -6,244 -68%
QPWM
603
Quadrant Private Wealth Management
Pennsylvania
$294K +$290K +2,969 New
BB
604
Busey Bank
Illinois
$291K +$58.7K +601 +26%
SF
605
Summit Financial
New Jersey
$286K -$25.9K -265 -8%
EB
606
Eastern Bank
Massachusetts
$285K -$18K -184 -6%
PCM
607
Presidio Capital Management
California
$285K +$281K +2,873 New
CGA
608
Crescent Grove Advisors
Illinois
$282K – – –
W
609
WorthPointe
California
$279K -$334K -3,418 -55%
RCAG
610
Rehmann Capital Advisory Group
Michigan
$279K +$275K +2,813 New
SWP
611
Strategic Wealth Partners
Ohio
$278K -$49.2K -503 -15%
PAM
612
Peak Asset Management
Colorado
$276K – – –
SCA
613
Sage Capital Advisors
South Dakota
$275K – – –
SW
614
SteelPeak Wealth
California
$273K +$270K +2,759 New
AWA
615
Arkadios Wealth Advisors
Georgia
$267K +$263K +2,695 New
RA
616
RFG Advisory
Alabama
$258K +$255K +2,607 New
TCA
617
Transcend Capital Advisors
New Jersey
$258K -$2.2M -22,503 -90%
CL
618
CSS LLC
Illinois
$258K – – –
VA
619
Valmark Advisers
Ohio
$256K +$6.06K +62 +2%
LT
620
Legacy Trust
Michigan
$254K +$250K +2,562 New
PPWM
621
Paragon Private Wealth Management
Kentucky
$253K +$250K +2,556 New
WAM
622
Walker Asset Management
Missouri
$253K – – –
SB
623
Strategic Blueprint
Georgia
$252K +$249K +2,546 New
JEST
624
JTC Employer Solutions Trustee
Jersey
$250K +$247K +2,523 New
SVWAG
625
Sound View Wealth Advisors Group
Georgia
$248K -$52.7K -539 -18%
23 24
25
26 27