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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
226
180 Wealth Advisors
Washington
$333K – – –
BAS
227
Brown Advisory Securities
Maryland
$331K -$62.9K -527 -16%
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$331K +$617K +5,175 New
VWM
229
Venturi Wealth Management
Texas
$327K +$319K +2,671 New
RT
230
Rockland Trust
Massachusetts
$321K +$2.39K +20 +0.8%
EDRH
231
Edmond de Rothschild Holding
Switzerland
$319K +$59.5K +499 +23%
HCM
232
Hudson Capital Management
New Jersey
$316K -$11.9K -100 -4%
BPCA
233
Bank Pictet & Cie (Asia)
Singapore
$301K +$296K +2,480 New
FAAS
234
First Allied Advisory Services
California
$293K -$260K -2,177 -47%
SF
235
Synovus Financial
Georgia
$287K -$579K -4,852 -67%
NA
236
NewEdge Advisors
Louisiana
$283K +$278K +2,333 New
VRM
237
Vectors Research Management
New York
$281K -$53.2K -446 -16%
CWP
238
Capital Wealth Planning
Florida
$280K -$54.6K -458 -17%
SP
239
Successful Portfolios
Florida
$271K -$24.5K -205 -8%
EWM
240
Evercore Wealth Management
New York
$271K – – –
IIA
241
IPG Investment Advisors
California
$268K +$1.91K +16 +0.7%
SWP
242
Stratos Wealth Partners
Ohio
$265K -$37.9K -318 -13%
PAM
243
Peak Asset Management
Colorado
$264K +$16.3K +137 +7%
ABC
244
Associated Banc-Corp
Wisconsin
$264K +$259K +2,173 New
DAS
245
Dynamic Advisor Solutions
Arizona
$263K +$259K +2,170 New
SS
246
Simplicity Solutions
Minnesota
$258K +$253K +2,123 New
AI
247
Atria Investments
North Carolina
$255K -$9.61M -80,536 -97%
AWM
248
AE Wealth Management
Kansas
$255K -$10.7K -90 -4%
CT
249
Coastline Trust
Rhode Island
$253K – – –
PMG
250
ProVise Management Group
Florida
$253K – – –
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10
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