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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
901
Phillips Wealth Planners
Mississippi
$240K +$18.9K +200 +8%
ML
902
McAdam LLC
Pennsylvania
$239K +$240K +2,532 New
NDBT
903
North Dallas Bank & Trust
Texas
$238K +$238K +2,520 New
SC
904
Syon Capital
California
$237K -$11K -116 -4%
CAG
905
Crestwood Advisors Group
Massachusetts
$237K -$148K -1,569 -39%
ASG
906
Advisory Solutions Group
Minnesota
$237K +$237K +2,505 New
GHAM
907
Gilman Hill Asset Management
Connecticut
$236K – – –
GI
908
Gradient Investments
Minnesota
$236K +$37K +391 +19%
PT
909
Plimoth Trust
Massachusetts
$235K – – –
EFG
910
Embree Financial Group
Illinois
$235K +$235K +2,484 New
TC
911
Town Capital
Maryland
$235K +$235K +2,481 New
BAWC
912
Boyce & Associates Wealth Consulting
Texas
$234K +$32.3K +341 +16%
KTM
913
Keeler Thomas Management
Utah
$233K +$233K +2,466 New
BIA
914
Bigelow Investment Advisors
Maine
$233K +$22.1K +233 +10%
SFSG
915
Sound Financial Strategies Group
Mississippi
$233K -$15.5M -163,849 -99%
CWM
916
Centurion Wealth Management
Virginia
$232K +$232K +2,453 New
FFS
917
Founders Financial Securities
Maryland
$231K -$56.9K -601 -20%
WF
918
Welch & Forbes
Massachusetts
$228K -$12.8K -135 -5%
PCM
919
Permanent Capital Management
Illinois
$228K +$228K +2,413 New
FWP
920
Firethorn Wealth Partners
Georgia
$221K +$221K +2,337 New
SEIA
921
Signature Estate & Investment Advisors
California
$220K -$924K -9,763 -81%
PFA
922
Professional Financial Advisors
Nebraska
$220K +$221K +2,331 New
MC
923
Mirabaud & Cie
Switzerland
$220K – – –
CFG
924
Chapman Financial Group
Hawaii
$219K -$14.2K -150 -6%
DAS
925
Dynamic Advisor Solutions
Arizona
$219K -$34K -359 -13%
35 36
37
38 39