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iShares 7-10 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
651
Advisors Asset Management
Colorado
$307K +$143K +1,541 +89%
BFG
652
Berger Financial Group
Minnesota
$306K +$96.2K +1,035 +46%
DADC
653
D.A. Davidson & Co
Montana
$306K -$307K -3,308 -50%
UCFA
654
United Capital Financial Advisors
Texas
$303K -$2.76M -29,711 -90%
MTC
655
Matrix Trust Company
Colorado
$298K +$11.1K +120 +4%
IAS
656
Insigneo Advisory Services
Florida
$297K +$282K +3,038 New
ECA
657
Elevated Capital Advisors
Utah
$295K -$6.41K -69 -2%
Empower Advisory Group
658
Empower Advisory Group
Colorado
$291K +$59.1K +636 +26%
SFG
659
Sovereign Financial Group
Connecticut
$291K +$4.74K +51 +2%
AF
660
Allworth Financial
California
$290K +$103K +1,114 +57%
GFP
661
Gryphon Financial Partners
Ohio
$290K +$287K +3,094 New
Vontobel Holding
662
Vontobel Holding
Switzerland
$286K -$724K -7,795 -72%
CMI
663
Clare Market Investments
Texas
$285K -$564K -6,066 -67%
SJL
664
Shayne & Jacobs LLC
Tennessee
$285K – – –
HGERS
665
Householder Group Estate & Retirement Specialist
Arizona
$283K +$3.44K +37 +1%
JMFC
666
J.M. Forbes & Co
Massachusetts
$280K -$1.02K -11 -0.4%
HP
667
Holistic Planning
Texas
$280K – – –
RW
668
Rede Wealth
Virginia
$279K +$48K +517 +21%
NP
669
NorthRock Partners
Minnesota
$278K +$140K +1,510 +103%
CWP
670
Cyndeo Wealth Partners
Florida
$278K +$275K +2,965 New
HIA
671
Harbor Investment Advisory
Maryland
$277K – – –
CGA
672
Crescent Grove Advisors
Illinois
$276K -$6.16M -66,360 -96%
SLG
673
Stanley-Laman Group
Pennsylvania
$274K +$272K +2,924 New
SW
674
SVB Wealth
Massachusetts
$274K -$8.18K -88 -3%
RWIA
675
Roger Wittlin Investment Advisory
California
$272K +$270K +2,908 New