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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
226
Accurate Investment Solutions
Pennsylvania
$67K +$123 +1 +0.2%
SPIA
227
Steward Partners Investment Advisory
New York
$58K +$15.8K +129 +37%
BAM
228
Barrett Asset Management
New York
$51K – – –
VIA
229
Vantage Investment Advisors
Pennsylvania
$49K -$15.2K -124 -24%
MWM
230
MinichMacGregor Wealth Management
New York
$40K – – –
M
231
MOTCO
Texas
$40K – – –
SSB
232
Sandy Spring Bank
Maryland
$37K +$25.1K +205 +216%
ASN
233
Advisory Services Network
Georgia
$33K +$33.2K +271 New
CG
234
Cutler Group
California
$30K +$30.3K +247 New
WB
235
Webster Bank
Connecticut
$29K +$29K +236 New
CPIG
236
Chicago Partners Investment Group
Illinois
$24K – – –
JCM
237
Jacobi Capital Management
Pennsylvania
$24K – – –
JWA
238
JFS Wealth Advisors
Pennsylvania
$20K – – –
GI
239
Gradient Investments
Minnesota
$20K +$17.3K +141 +783%
PVH
240
Psagot Value Holdings
Israel
$18K – – –
BC
241
Bartlett & Co
Ohio
$17K – – –
PA
242
Parallel Advisors
California
$17K +$17.2K +140 New
CFA
243
Carroll Financial Associates
North Carolina
$16K +$3.19K +26 +24%
WEC
244
Winslow Evans & Crocker
Massachusetts
$15.6K +$15.7K +128 New
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$13.7K +112 New
FANJ
246
Financial Architects (New Jersey)
New Jersey
$13K +$13.2K +108 New
GRP
247
Global Retirement Partners
California
$12K – – –
WTB
248
Washington Trust Bank
Washington
$12K – – –
SQA
249
Simon Quick Advisors
New Jersey
$12K +$12.3K +100 New
MAS
250
Madden Advisory Services
Florida
$12K +$12.8K +104 New
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