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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
626
Ten Capital Wealth Advisors
Washington
$304K – – –
SFSG
627
Sound Financial Strategies Group
Mississippi
$300K -$73M -742,331 -100%
SW
628
SkyOak Wealth
Michigan
$291K -$4.2M -42,696 -93%
AFO
629
Arrowroot Family Office
California
$290K +$51.7K +526 +21%
SIA
630
SkyView Investment Advisors
New Jersey
$290K +$147K +1,500 +100%
SVWAG
631
Sound View Wealth Advisors Group
Georgia
$290K +$49.2K +500 +20%
BWP
632
Balboa Wealth Partners
Arizona
$287K +$292K +2,967 New
BIA
633
Bigelow Investment Advisors
Maine
$286K +$291K +2,957 New
VCA
634
Verdence Capital Advisors
Maryland
$284K +$51.1K +520 +21%
BSB
635
Bangor Savings Bank
Maine
$283K -$138K -1,405 -32%
SW
636
SVB Wealth
Massachusetts
$282K -$25.3K -257 -8%
SAG
637
SageView Advisory Group
California
$281K -$252K -2,562 -47%
SCA
638
Sage Capital Advisors
South Dakota
$268K – – –
IFWM
639
Institute for Wealth Management
Colorado
$260K -$96K -977 -27%
FAM
640
Family Asset Management
South Carolina
$259K -$215K -2,183 -45%
SWM
641
Silverlake Wealth Management
Vermont
$252K +$256K +2,606 New
CL
642
CSS LLC
Illinois
$251K – – –
WAM
643
Walker Asset Management
Missouri
$250K +$3.24K +33 +1%
NB
644
NBT Bank
New York
$247K +$252K +2,560 New
VA
645
Valmark Advisers
Ohio
$247K -$2.16K -22 -0.9%
WCM
646
Wisconsin Capital Management
Wisconsin
$246K -$295K -3,000 -54%
EWA
647
EverSource Wealth Advisors
Alabama
$245K +$209K +2,125 +513%
FLA
648
Financial Life Advisors
Texas
$245K -$984K -10,012 -80%
AWA
649
Arkadios Wealth Advisors
Georgia
$245K -$15.9K -162 -6%
CWM
650
Centurion Wealth Management
Virginia
$244K +$4.23K +43 +2%
24 25
26
27 28