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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$843K -$26.8K -229 -3%
PCIA
327
Prime Capital Investment Advisors
Kansas
$842K +$465K +3,973 +119%
FGA
328
Fortis Group Advisors
New Jersey
$815K -$15.1K -129 -2%
IWM
329
IHT Wealth Management
Illinois
$814K +$563K +4,809 +214%
SWP
330
Summit Wealth Partners
Florida
$812K -$18.4K -157 -2%
SJIC
331
St. James Investment Company
Texas
$805K -$1.17K -10 -0.1%
AA
332
AlphaCentric Advisors
Puerto Rico
$798K +$261K +2,225 +47%
BIA
333
Bigelow Investment Advisors
Maine
$790K +$803K +6,858 New
WDC
334
Woodward Diversified Capital
California
$783K +$111K +946 +16%
SWP
335
Stratos Wealth Partners
Ohio
$775K +$584K +4,984 +286%
HFG
336
Heron Financial Group
New York
$769K
BOSSRA
337
B.O.S.S. Retirement Advisors
Utah
$764K +$41.1K +351 +6%
MIH
338
Meitav Investment House
Israel
$743K -$36.7K -313 -5%
RW
339
Rede Wealth
Virginia
$737K -$2.23K -19 -0.3%
CWM
340
Congress Wealth Management
Massachusetts
$736K -$5.97K -51 -0.8%
OFG
341
Omega Financial Group
California
$733K -$63.5K -542 -8%
WCM
342
Wunderlich Capital Managemnt
Tennessee
$730K +$83.6K +714 +13%
CAC
343
Cowen and Company
New York
$726K +$738K +6,300 New
SPC
344
Sigma Planning Corp
Michigan
$719K +$49.9K +426 +7%
RT
345
Rockland Trust
Massachusetts
$686K +$11K +94 +2%
AA
346
Alesco Advisors
New York
$651K -$2.46M -21,010 -79%
BWM
347
BerganKDV Wealth Management
Minnesota
$650K -$86.5K -739 -12%
BL
348
BFSG LLC
California
$649K -$14.6K -125 -2%
VWA
349
Visionary Wealth Advisors
Illinois
$646K -$387K -3,303 -37%
JFG
350
Jefferies Financial Group
New York
$640K +$650K +5,550 New