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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
801
TSA Wealth Management
Texas
$336K +$22.4K +232 +7%
NL
802
NWAM LLC
Washington
$334K -$4.45K -46 -1%
TCM
803
Tran Capital Management
California
$332K – – –
RWRC
804
R.W. Roge & Company
New York
$331K – – –
YWM
805
Yoder Wealth Management
California
$329K – – –
EWM
806
Empirical Wealth Management
Washington
$325K -$2.61K -27 -0.8%
SIC
807
SFE Investment Counsel
California
$323K -$8.22K -85 -2%
BCG
808
BayBridge Capital Group
California
$321K -$385K -3,982 -54%
FMI
809
F/M Investments
District of Columbia
$320K – – –
SFG
810
Sovereign Financial Group
Connecticut
$320K +$3.58K +37 +1%
AGWCA
811
Annis Gardner Whiting Capital Advisors
Florida
$318K +$266K +2,753 +493%
ACI
812
Alpha Cubed Investments
California
$317K +$69.9K +722 +28%
EWA
813
EverSource Wealth Advisors
Alabama
$316K +$190K +1,967 +149%
SAM
814
Strategy Asset Managers
California
$316K -$290 -3 -0.1%
VA
815
Valmark Advisers
Ohio
$315K -$871 -9 -0.3%
HCM
816
Hudson Capital Management
New Jersey
$315K +$15.4K +159 +5%
AA
817
Advisory Alpha
Michigan
$314K +$91.6K +947 +41%
SYBT
818
Stock Yards Bank & Trust
Kentucky
$313K -$49.4K -510 -14%
LFG
819
Lockerman Financial Group
California
$312K -$6.58K -68 -2%
BI
820
Bramshill Investments
Florida
$312K +$25.3K +261 +9%
VCA
821
Verdence Capital Advisors
Maryland
$311K -$53.9K -557 -15%
RPGK
822
Retirement Planning Group (Kansas)
Kansas
$309K +$311K +3,216 New
MAM
823
MMA Asset Management
Pennsylvania
$307K +$309K +3,189 New
TWM
824
TCFG Wealth Management
California
$303K +$305K +3,149 New
EWM
825
Endowment Wealth Management
Wisconsin
$301K +$303K +3,127 New
31 32
33
34 35