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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
626
Concourse Financial Group Securities
Alabama
$394K -$1.77M -19,092 -82%
KC
627
Kinloch Capital
Virginia
$393K – – –
HI
628
Harbour Investments
Wisconsin
$393K -$35.3K -382 -9%
FA
629
Fiduciary Alliance
South Carolina
$389K +$93.8K +1,014 +34%
WI
630
Wintrust Investments
Illinois
$386K +$370K +4,002 New
JIP
631
Jaffetilchin Investment Partners
Florida
$386K +$370K +4,004 New
BWM
632
Birchcreek Wealth Management
Ohio
$382K +$59.2K +640 +19%
SG
633
StoneX Group
New York
$382K +$164K +1,770 +81%
SFS
634
Starfox Financial Services
Texas
$378K -$38.2K -413 -10%
SGI
635
Summit Global Investments
Utah
$374K +$88.4K +956 +33%
IAG
636
Investment Advisory Group
Massachusetts
$370K +$108K +1,166 +44%
SC
637
Sapient Capital
Indiana
$369K +$354K +3,832 New
W
638
WPWealth
Texas
$367K – – –
PFG
639
Pacific Financial Group
Washington
$363K +$3.05K +33 +0.9%
ACA
640
Aptus Capital Advisors
Alabama
$361K +$239K +2,583 +221%
JWCA
641
J.W. Cole Advisors
Florida
$357K +$121K +1,303 +54%
GT
642
Greenleaf Trust
Michigan
$356K -$148K -1,605 -30%
RB
643
Renasant Bank
Mississippi
$350K – – –
FA
644
Fermata Advisors
California
$348K -$82.1K -888 -20%
WWM
645
Western Wealth Management
Colorado
$346K +$332K +3,594 New
I
646
INVST
Indiana
$345K -$4.67M -50,513 -93%
LWM
647
Lyell Wealth Management
California
$345K -$335K -3,623 -50%
ATPW
648
Ashton Thomas Private Wealth
Arizona
$340K +$118K +1,281 +57%
MWM
649
Modera Wealth Management
New Jersey
$333K +$9.25K +100 +3%
CWM
650
Congress Wealth Management
Massachusetts
$329K -$228K -2,465 -42%
24 25
26
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