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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
976
Steel Grove Capital Advisors
Tennessee
– -$937K -10,000 Closed
MAM
977
Milestone Asset Management
Pennsylvania
– -$799K -8,533 Closed
HOWA
978
Heritage Oak Wealth Advisors
Florida
– -$767K -8,187 Closed
BWM
979
Birchcreek Wealth Management
Ohio
– -$762K -8,135 Closed
VAS
980
Vestmark Advisory Solutions
Massachusetts
– -$715K -7,639 Closed
USWIA
981
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$443K -4,727 Closed
HHGC
982
Hunting Hill Global Capital
New York
– -$414K -4,420 Closed
AA
983
Aire Advisors
California
– -$411K -4,386 Closed
CPA
984
Capital Planning Advisors
California
– -$407K -4,342 Closed
P
985
Pitcairn
Pennsylvania
– -$395K -4,213 Closed
PPW
986
Parcion Private Wealth
Washington
– -$307K -3,278 Closed
ECA
987
Elevated Capital Advisors
Utah
– -$295K -3,148 Closed
GFP
988
Gryphon Financial Partners
Ohio
– -$290K -3,094 Closed
CMI
989
Clare Market Investments
Texas
– -$285K -3,043 Closed
HP
990
Holistic Planning
Texas
– -$280K -2,953 Closed
SW
991
SVB Wealth
Massachusetts
– -$274K -2,924 Closed
HIP
992
HUB Investment Partners
Texas
– -$270K -2,883 Closed
LJAC
993
L.J. Altfest & Co
New York
– -$259K -2,768 Closed
MWM
994
Maripau Wealth Management
Indiana
– -$259K -2,766 Closed
BTWM
995
Baker Tilly Wealth Management
Wisconsin
– -$245K -2,614 Closed
PPW
996
Pasadena Private Wealth
California
– -$240K -2,564 Closed
JEST
997
JTC Employer Solutions Trustee
Jersey
– -$236K -2,523 Closed
JWA
998
JFS Wealth Advisors
Pennsylvania
– -$224K -2,393 Closed
DFA
999
Davies Financial Advisors
California
– -$218K -2,331 Closed
WANY
1000
Wealthspire Advisors (New York)
New York
– -$210K -2,245 Closed
38 39
40
41 42