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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
726
Ipsen Advisor Group
Arkansas
$283K +$290K +3,065 New
HGWM
727
Horst & Graben Wealth Management
Oregon
$283K +$37.9K +401 +15%
SJL
728
Shayne & Jacobs LLC
Tennessee
$281K – – –
CAWM
729
Capital Advisors Wealth Management
Washington
$279K +$285K +3,017 New
SFG
730
Sovereign Financial Group
Connecticut
$276K -$118K -1,254 -30%
RWIA
731
Roger Wittlin Investment Advisory
California
$275K +$3.5K +37 +1%
MFG
732
Magnus Financial Group
New York
$274K -$407K -4,308 -59%
CIA
733
Cape Investment Advisory
Georgia
$272K +$22.6K +239 +9%
TWP
734
Triad Wealth Partners
Kansas
$271K +$276K +2,926 New
FA
735
FC Advisory
Pennsylvania
$268K +$2.74K +29 +1%
FFA
736
Farther Finance Advisors
California
$268K +$32.4K +343 +13%
HCM
737
Hudson Capital Management
New Jersey
$267K -$661 -7 -0.2%
JCM
738
Jacobi Capital Management
Pennsylvania
$264K -$223K -2,365 -45%
RW
739
Regimen Wealth
Georgia
$261K +$7.18K +76 +3%
HWM
740
HB Wealth Management
Georgia
$259K +$265K +2,805 New
VT
741
Vise Technologies
New York
$259K +$264K +2,797 New
JMFC
742
J.M. Forbes & Co
Massachusetts
$258K -$14.1K -149 -5%
SAS
743
Stelac Advisory Services
New York
$258K +$26.6K +282 +11%
MFIM
744
Mesirow Financial Investment Management
Illinois
$257K +$4.72K +50 +2%
SIM
745
Seaview Investment Managers
Florida
$257K +$263K +2,783 New
DI
746
Diligent Investors
California
$257K +$10.6K +112 +4%
CJ
747
Caitlin John
Michigan
$255K -$6.05K -64 -2%
MW
748
Maia Wealth
Colorado
$251K +$255K +2,694 New
TC
749
Trilogy Capital
California
$249K – – –
EDRH
750
Edmond de Rothschild Holding
Switzerland
$248K -$4.89M -51,809 -95%
28 29
30
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