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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
KFG Wealth Management
Indiana
$213K +$205K +2,214 New
SIS
727
Sound Income Strategies
Florida
$213K +$196K +2,118 +2,253%
ACIM
728
Azimuth Capital Investment Management
Michigan
$213K +$204K +2,205 New
NI
729
NDVR Inc
Massachusetts
$212K +$204K +2,202 New
PCS
730
Private Client Services
Kentucky
$212K +$203K +2,199 New
WANY
731
Wealthspire Advisors (New York)
New York
$211K +$202K +2,184 New
RIA
732
Regal Investment Advisors
Michigan
$207K +$199K +2,148 New
OFS
733
OneAscent Financial Services
Alabama
$207K -$739K -7,986 -79%
DADC
734
D.A. Davidson & Co
Montana
$205K +$197K +2,130 New
ECM
735
Evergreen Capital Management
Washington
$205K +$197K +2,125 New
CFB
736
Cullen/Frost Bankers
Texas
$202K -$43.3K -468 -18%
RIL
737
Rothschild Investment LLC
Illinois
$199K +$191K +2,061 New
GWANC
738
Guardian Wealth Advisors (North Carolina)
North Carolina
$198K +$82K +887 +76%
EWA
739
EP Wealth Advisors
California
$197K +$189K +2,046 New
HR
740
Howe & Rusling
New York
$195K +$187K +2,023 New
BSB
741
Bangor Savings Bank
Maine
$194K -$20.5K -222 -10%
AF
742
Allworth Financial
California
$192K +$127K +1,374 +221%
LFG
743
Larson Financial Group
Missouri
$189K -$35.1K -380 -16%
MFC
744
Mechanics Financial Corp
Ohio
$184K – – –
DSC
745
Duncker Streett & Co
Missouri
$182K – – –
HCA
746
Harbor Capital Advisors
Illinois
$181K +$174K +1,881 New
AC
747
AlphaCore Capital
California
$178K +$79.4K +858 +86%
SS
748
Sunbelt Securities
Texas
$170K -$208K -2,250 -56%
HIA
749
Harbor Investment Advisory
Maryland
$168K +$102K +1,106 +174%
BA
750
Ballast Advisors
Minnesota
$166K -$48.9K -529 -23%
28 29
30
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