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iShares 7-10 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
701
Pasadena Private Wealth
California
$242K +$12.2K +129 +5%
WCM
702
Wisconsin Capital Management
Wisconsin
$241K – – –
RW
703
Regimen Wealth
Georgia
$241K +$2.46K +26 +1%
JEST
704
JTC Employer Solutions Trustee
Jersey
$239K – – –
CJ
705
Caitlin John
Michigan
$238K +$94.9K +1,001 +66%
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$237K – – –
AWM
707
Avaii Wealth Management
Wisconsin
$235K -$487K -5,137 -67%
VA
708
Valmark Advisers
Ohio
$235K -$3.89K -41 -2%
MPW
709
MGO Private Wealth
California
$235K -$19K -200 -7%
Empower Advisory Group
710
Empower Advisory Group
Colorado
$234K +$20.9K +221 +10%
RW
711
Rede Wealth
Virginia
$233K +$234K +2,466 New
AFS
712
AFG Fiduciary Services
Massachusetts
$233K +$237K +2,500 New
RWM
713
Rezny Wealth Management
Florida
$233K – – –
OIA
714
Optimum Investment Advisors
Illinois
$232K – – –
ACA
715
Aptus Capital Advisors
Alabama
$231K -$124K -1,312 -35%
GPW
716
Gray Private Wealth
Massachusetts
$230K +$230K +2,431 New
GWM
717
Gibbs Wealth Management
Georgia
$230K +$230K +2,425 New
SFG
718
Summit Financial Group
West Virginia
$229K -$31.5K -332 -12%
AWA
719
Arkadios Wealth Advisors
Georgia
$229K -$12.5K -132 -5%
PWM
720
Power Wealth Management
Georgia
$228K -$44.1K -465 -16%
CIA
721
Cape Investment Advisory
Georgia
$227K -$18.4K -194 -7%
KWM
722
KFG Wealth Management
Indiana
$226K +$16.6K +175 +8%
JWA
723
JFS Wealth Advisors
Pennsylvania
$225K +$1.14K +12 +0.5%
GI
724
GLOBALT Investments
Georgia
$224K -$90.8M -958,154 -100%
VFA
725
Voya Financial Advisors
Connecticut
$224K +$224K +2,365 New