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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
WealthSource Partners
California
$221K -$214K -1,623 -49%
CF
402
Centaurus Financial
California
$218K -$60.1K -457 -21%
WI
403
Wintrust Investments
Illinois
$217K +$220K +1,672 New
VVP
404
Venture Visionary Partners
Ohio
$215K -$7.1K -54 -3%
SG
405
StoneX Group
New York
$215K +$218K +1,655 New
JWM
406
JGP Wealth Management
Oregon
$214K +$217K +1,650 New
RIG
407
Roosevelt Investment Group
New York
$212K +$215K +1,635 New
TC
408
TownSquare Capital
Utah
$209K +$211K +1,607 New
NAM
409
NTV Asset Management
West Virginia
$208K -$26.3K -200 -11%
DIP
410
DT Investment Partners
Pennsylvania
$206K -$158K -1,199 -43%
SLG
411
Stanley-Laman Group
Pennsylvania
$204K -$8.03K -61 -4%
IC
412
Innealta Capital
Texas
$203K +$205K +1,559 New
DIA
413
Dana Investment Advisors
Wisconsin
$201K -$44.9K -341 -18%
TAIM
414
TD Ameritrade Investment Management
Nebraska
$184K – – –
M1FG
415
Mach-1 Financial Group
Arkansas
$183K +$20.1K +153 +12%
HI
416
Hudock Inc
Pennsylvania
$154K – – –
SCA
417
Stonebridge Capital Advisors
Minnesota
$153K +$155K +1,177 New
CWM
418
Consultiva Wealth Management
Puerto Rico
$141K – – –
MA
419
MUFG Americas
New York
$126K – – –
PCTC
420
Perkins Coie Trust Company
Washington
$112K – – –
JCM
421
Jacobi Capital Management
Pennsylvania
$111K +$31.4K +239 +39%
SW
422
SVB Wealth
Massachusetts
$107K – – –
AF
423
Advisornet Financial
Minnesota
$104K – – –
IFAM
424
Institutional & Family Asset Management
Colorado
$101K – – –
CAAS
425
Capital Asset Advisory Services
Michigan
$95K -$5.79K -44 -6%
15 16
17
18 19