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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
326
Trail Ridge Investment Advisors
Colorado
$567K +$230K +1,941 +65%
IFA
327
Interactive Financial Advisors
Illinois
$562K -$53.1K -449 -8%
GPA
328
Guerra Pan Advisors
New Jersey
$561K – – –
VCP
329
Verus Capital Partners
Arizona
$555K -$198K -1,673 -26%
WDC
330
Woodward Diversified Capital
California
$549K +$56.9K +481 +11%
EH
331
Equitable Holdings
New York
$543K +$117K +986 +26%
OIA
332
OneDigital Investment Advisors
Kansas
$520K +$317K +2,682 +143%
WTC
333
WhitTier Trust Company
Nevada
$519K +$25K +211 +5%
PBT
334
Pictet Bank & Trust
Bahamas
$514K – – –
RWB
335
RMR Wealth Builders
New Jersey
$514K -$237K -2,000 -31%
HCM
336
Hilton Capital Management
New York
$511K -$71.7M -605,738 -99%
CFAM
337
Center For Asset Management
Florida
$509K -$79.4K -671 -13%
IAS
338
IMA Advisory Services
Colorado
$504K – – –
AWE
339
Avidian Wealth Enterprises
Texas
$500K +$169K +1,432 +49%
BWM
340
BerganKDV Wealth Management
Minnesota
$496K -$182K -1,534 -26%
SPW
341
Surience Private Wealth
Washington
$494K +$54K +456 +12%
IAN
342
Integrated Advisors Network
Texas
$490K +$56.9K +481 +13%
FA
343
Faithward Advisors
Pennsylvania
$486K -$7.23M -61,099 -93%
DIA
344
Dana Investment Advisors
Wisconsin
$485K +$10.2K +86 +2%
VA
345
Valmark Advisers
Ohio
$478K -$79.8K -674 -14%
EWM
346
Empirical Wealth Management
Washington
$477K -$53K -448 -10%
JTWM
347
Jackson Thornton Wealth Management
Alabama
$469K – – –
GIM
348
Goelzer Investment Management
Indiana
$467K -$450K -3,805 -48%
SRG
349
SBB Research Group
Illinois
$461K -$6.04M -51,000 -93%
CWM
350
Chemistry Wealth Management
New York
$461K – – –
12 13
14
15 16