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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
801
Caldwell Sutter Capital
California
$251K +$38.5K +403 +18%
PT
802
Plimoth Trust
Massachusetts
$250K +$2.39K +25 +1%
ACI
803
Alpha Cubed Investments
California
$249K -$9.27K -97 -4%
WF
804
Welch & Forbes
Massachusetts
$247K – – –
AF
805
Allworth Financial
California
$245K +$102K +1,062 +72%
BWP
806
Balboa Wealth Partners
Arizona
$243K -$91.1K -953 -27%
SVWG
807
Shared Vision Wealth Group
United States
$243K +$238K +2,485 New
GHAM
808
Gilman Hill Asset Management
Connecticut
$241K – – –
SC
809
Syon Capital
California
$237K -$6.6K -69 -3%
DI
810
Diligent Investors
California
$236K -$23K -241 -9%
PCM
811
Prelude Capital Management
New York
$235K +$233K +2,440 New
GWA
812
Genesis Wealth Advisors
Massachusetts
$233K – – –
IAG
813
Ipsen Advisor Group
Arkansas
$229K -$12.3K -129 -5%
SFGP
814
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$227K – – –
RWP
815
RWA Wealth Partners
Massachusetts
$226K -$668K -6,982 -75%
AA
816
Advisory Alpha
Michigan
$224K +$221K +2,314 New
JCM
817
Jacobi Capital Management
Pennsylvania
$222K -$16.8K -176 -7%
CNTOF
818
Canandaigua National Trust of Florida
New York
$220K -$416K -4,348 -66%
BRWA
819
B. Riley Wealth Advisors
Florida
$220K -$8.99K -94 -4%
WIM
820
WealthPlan Investment Management
Nebraska
$218K – – –
SIMG
821
Sonora Investment Management Group
Arizona
$218K +$216K +2,256 New
PAM
822
Palisade Asset Management
Minnesota
$217K -$1.15K -12 -0.5%
CNB
823
Camden National Bank
Maine
$217K -$8.32K -87 -4%
BB
824
Busey Bank
Illinois
$217K +$4.78K +50 +2%
GT
825
Glenview Trust
Kentucky
$215K -$90.2K -943 -30%
31 32
33
34 35