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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
676
Westside Investment Management
California
$386K -$18.8K -199 -5%
UCFA
677
United Capital Financial Advisors
Texas
$386K +$75.7K +801 +24%
NWMP
678
Noble Wealth Management PBC
Colorado
$383K +$392K +4,148 New
CA
679
CoreCap Advisors
Michigan
$380K -$4.43M -46,914 -92%
WAM
680
Wolverine Asset Management
Illinois
$379K +$180K +1,900 +86%
XT
681
XTX Topco
Cayman Islands
$377K +$385K +4,077 New
CCP
682
Clarity Capital Partners
California
$363K +$43.4K +459 +13%
WWM
683
Western Wealth Management
Colorado
$361K -$459K -4,855 -55%
HSA
684
HBK Sorce Advisory
Pennsylvania
$361K -$19.4K -205 -5%
JWCA
685
J.W. Cole Advisors
Florida
$356K -$184K -1,952 -34%
HB
686
HTLF Bank
Colorado
$354K – – –
VIPI
687
Vista Investment Partners II
Indiana
$353K +$361K +3,819 New
IAG
688
Investment Advisory Group
Massachusetts
$353K +$7.65K +81 +2%
BFM
689
Boston Financial Management
Massachusetts
$347K -$697K -7,381 -66%
JAA
690
Joel Adams & Associates
North Carolina
$346K +$354K +3,747 New
AWM
691
Accurate Wealth Management
Florida
$346K -$94.2K -997 -21%
CA
692
Crumly & Associates
Illinois
$345K +$97K +1,027 +38%
GBWM
693
Granite Bay Wealth Management
New Hampshire
$341K +$348K +3,685 New
SHFP
694
Second Half Financial Partners
Florida
$338K -$72K -762 -17%
SLG
695
Stanley-Laman Group
Pennsylvania
$338K +$69.6K +737 +25%
YWM
696
Yoder Wealth Management
California
$334K -$85K -900 -20%
CA
697
CWC Advisors
Oregon
$333K +$45.1K +477 +15%
AWP
698
Accretive Wealth Partners
New Jersey
$333K – – –
DLCIG
699
D.L. Carlson Investment Group
New Hampshire
$333K +$40.6K +430 +14%
SFA
700
Sequoia Financial Advisors
Ohio
$331K +$109K +1,157 +48%
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