We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
301
Surience Private Wealth
Washington
$2.46M +$1.26M +10,742 +106%
MWA
302
MFA Wealth Advisors
Pennsylvania
$2.43M +$413K +3,509 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
303
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.42M -$755K -6,409 -24%
MIG
304
Mariner Investment Group
New York
$2.41M +$1.52M +12,913 +169%
PNFS
305
PW Nova Financial Services
Pennsylvania
$2.41M +$2.42M +20,546 New
GWMR
306
GC Wealth Management RIA
Massachusetts
$2.4M +$2.41M +20,458 New
ES
307
Eagle Strategies
New York
$2.37M -$11.2K -95 -0.5%
HAG
308
HighPoint Advisor Group
Illinois
$2.37M +$406K +3,448 +21%
APFP
309
Action Point Financial Planning
Michigan
$2.35M +$2.35M +19,977 New
LOWM
310
Laurel Oak Wealth Management
New Jersey
$2.34M -$549K -4,662 -19%
EH
311
Equitable Holdings
New York
$2.34M -$253K -2,151 -10%
DWA
312
Delap Wealth Advisory
Oregon
$2.33M -$29.4K -250 -1%
BWM
313
Braeburn Wealth Management
Michigan
$2.33M +$39.6K +336 +2%
BPW
314
Bingham Private Wealth
California
$2.32M +$325K +2,759 +16%
MCC
315
Money Concepts Capital
Florida
$2.32M +$202K +1,712 +9%
MAM
316
Markin Asset Management
New York
$2.29M -$606K -5,146 -21%
MWM
317
MY Wealth Management
Maryland
$2.28M +$2.29M +19,443 New
MWM
318
Maridea Wealth Management
New York
$2.28M +$624K +5,298 +38%
ACM
319
AUA Capital Management
Pennsylvania
$2.27M -$5.3K -45 -0.2%
CI
320
Conning Inc
Connecticut
$2.26M – – –
SIA
321
Strategic Investment Advisors
Michigan
$2.25M -$31.1K -264 -1%
SEIA
322
Signature Estate & Investment Advisors
California
$2.23M -$118K -1,005 -5%
PWM
323
Perigon Wealth Management
California
$2.23M -$343K -2,912 -13%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$2.22M -$411K -3,492 -16%
CAM
325
Cresset Asset Management
Illinois
$2.17M +$35.6K +302 +2%