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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
Copia Wealth Management
Oregon
$146K – – –
CFFP
852
Center for Financial Planning
Michigan
$144K – – –
DJSG
853
D.J. St. Germain
Massachusetts
$143K – – –
DSC
854
Duncker Streett & Co
Missouri
$139K – – –
AUB
855
Atlantic Union Bankshares
Virginia
$139K +$137K +1,437 New
HR
856
Howe & Rusling
New York
$139K +$3.35K +35 +2%
BA
857
Ballast Advisors
Minnesota
$137K – – –
SS
858
Sunbelt Securities
Texas
$137K +$107K +1,117 +371%
PPC
859
Park Place Capital
Alabama
$134K -$63.6K -665 -32%
GSWM
860
Golden State Wealth Management
California
$132K +$1.24K +13 +1%
EWA
861
EverSource Wealth Advisors
Alabama
$127K -$191 -2 -0.2%
EDRH
862
Edmond de Rothschild Holding
Switzerland
$124K – – –
PA
863
Pineridge Advisors
Missouri
$118K -$34K -356 -23%
HWP
864
Highline Wealth Partners
California
$114K +$58.5K +612 +107%
VCM
865
Versant Capital Management
Arizona
$105K +$82.8K +866 +388%
CIA
866
Cape Investment Advisory
Georgia
$101K -$42.3K -442 -30%
FF
867
Finley Financial
Nevada
$101K – – –
WB
868
Webster Bank
Connecticut
$97.7K – – –
PP
869
Pingora Partners
Wyoming
$96.5K – – –
GTAM
870
Global Trust Asset Management
Florida
$96.1K -$28.7K -300 -23%
PWMG
871
Prestige Wealth Management Group
New Jersey
$95.8K – – –
MA
872
MCF Advisors
Kentucky
$95.5K – – –
CT
873
Colonial Trust
South Carolina
$90.4K -$861 -9 -1%
HCA
874
Harbor Capital Advisors
Illinois
$90K +$21.8K +228 +33%
WANY
875
Wealthspire Advisors (New York)
New York
$87.8K +$87K +910 New
33 34
35
36 37