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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
801
Hobart Private Capital
North Carolina
$369K +$370K +3,906 New
IPA
802
Investment Planning Advisors
Georgia
$369K +$51.8K +547 +16%
MFIM
803
Mesirow Financial Investment Management
Illinois
$365K -$363K -3,840 -50%
EWM
804
Endowment Wealth Management
Wisconsin
$363K +$33.1K +350 +10%
E
805
EntreWealth
Texas
$362K +$368K +3,892 New
VCA
806
Verdence Capital Advisors
Maryland
$361K +$51.5K +544 +17%
AF
807
Allworth Financial
California
$359K +$33.7K +356 +10%
LWPC
808
Legacy Wealth Partners (Colorado)
Colorado
$358K -$1.69M -17,835 -82%
AA
809
AlphaCentric Advisors
Puerto Rico
$355K -$405K -4,276 -53%
PA
810
Parallel Advisors
California
$355K -$79.7K -842 -18%
RWP
811
RWA Wealth Partners
Massachusetts
$354K +$355K +3,748 New
BWM
812
Braeburn Wealth Management
Michigan
$352K +$15.2K +161 +5%
MPWS
813
McCarter Private Wealth Services
Massachusetts
$352K +$352K +3,717 New
LCM
814
Lunt Capital Management
Utah
$352K -$15.7K -166 -4%
PFG
815
Pacific Financial Group
Washington
$351K +$27.1K +286 +8%
SW
816
SVB Wealth
Massachusetts
$350K +$189 +2 +0.1%
KWA
817
Kingswood Wealth Advisors
California
$349K -$37K -391 -10%
NA
818
Nottingham Advisors
New York
$348K – – –
GPWA
819
Gaddis Premier Wealth Advisors
Oklahoma
$347K -$24.7K -261 -7%
WDC
820
Woodward Diversified Capital
California
$345K -$7.1K -75 -2%
NB
821
NBT Bank
New York
$343K -$104K -1,096 -23%
FGWP
822
Founders Grove Wealth Partners
Virginia
$343K -$128K -1,349 -27%
BJL
823
Brighton Jones LLC
Washington
$342K -$35.7K -377 -9%
TFG
824
Tull Financial Group
Virginia
$341K +$3.41K +36 +1%
WIP
825
WealthCare Investment Partners
Rhode Island
$341K -$75.3K -796 -18%
31 32
33
34 35