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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
201
Pinnacle Associates
New York
$11.8M +$56.9K +592 +0.5%
LCC
202
Lincoln Capital Corp
Rhode Island
$11.8M +$51.4K +534 +0.4%
SWM
203
Spire Wealth Management
Virginia
$11.6M +$1.28M +13,295 +12%
CWM
204
Cadence Wealth Management
Massachusetts
$11.4M +$3.52M +36,570 +44%
NWAG
205
Net Worth Advisory Group
Utah
$11.4M +$268K +2,781 +2%
ANTB
206
AMG National Trust Bank
Colorado
$11.4M +$5.11M +53,095 +80%
JWM
207
Jessup Wealth Management
Ohio
$11.2M +$259K +2,693 +2%
TFA
208
Transamerica Financial Advisors
Florida
$11.2M -$113K -1,174 -1%
FNBOO
209
First National Bank of Omaha
Nebraska
$11.1M +$734K +7,633 +7%
BCM
210
Brookstone Capital Management
Illinois
$11.1M +$5.21M +54,153 +87%
AAM
211
Ameraudi Asset Management
New York
$10.9M +$893K +9,284 +9%
PPWP
212
Premier Path Wealth Partners
New Jersey
$10.9M +$1.92M +19,950 +21%
HI
213
Hudock Inc
Pennsylvania
$10.9M +$135K +1,403 +1%
PAG
214
Private Advisor Group
New Jersey
$10.9M +$1.2M +12,444 +12%
LHC
215
Little House Capital
Massachusetts
$10.8M -$185K -1,925 -2%
1CP
216
1607 Capital Partners
Virginia
$10.7M -$5.38M -55,915 -33%
PCA
217
Pallas Capital Advisors
Massachusetts
$10.3M -$1.08M -11,277 -9%
SL
218
Sentinus LLC
Illinois
$10.3M +$636K +6,616 +7%
CPIG
219
Chicago Partners Investment Group
Illinois
$10.3M +$501K +5,213 +5%
NAG
220
Northstar Advisory Group
New Jersey
$10.2M -$13.4M -138,995 -56%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$10.2M +$7.41M +77,034 +255%
MWM
222
Modera Wealth Management
New Jersey
$10.1M +$6.01M +62,445 +143%
LCP
223
Larch Capital Partners
Florida
$10.1M +$10.1M +105,503 New
DWA
224
Dorsey Wright & Associates
California
$9.85M +$6.7M +69,606 +207%
HNW
225
High Note Wealth
Minnesota
$9.83M -$95.9K -997 -1%
7 8
9
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