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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
401
Triumph Capital Management
Colorado
$298K -$8.25K -69 -3%
SP
402
Successful Portfolios
Florida
$297K – – –
EGA
403
E&G Advisors
Texas
$291K +$292K +2,439 New
LWM
404
Laidlaw Wealth Management
New York
$287K -$7.89K -66 -3%
MSL
405
Mackay Shields LLC
New York
$286K +$287K +2,400 New
FA
406
Flagstar Advisors
New York
$282K -$13.1K -110 -4%
RW
407
REDW Wealth
New Mexico
$282K – – –
AWM
408
Apollon Wealth Management
South Carolina
$278K +$37.5K +314 +16%
JCM
409
Jacobi Capital Management
Pennsylvania
$274K +$58K +485 +27%
CAC
410
Certified Advisory Corp
Florida
$272K -$42.3K -354 -13%
HI
411
Hudock Inc
Pennsylvania
$271K +$129K +1,081 +91%
RCAG
412
Rehmann Capital Advisory Group
Michigan
$270K -$4.54K -38 -2%
SGAM
413
Stephens Group Asset Management
Arkansas
$267K -$118K -990 -31%
SIA
414
SeaBridge Investment Advisors
New Jersey
$267K +$267K +2,235 New
BAM
415
Belpointe Asset Management
Nevada
$265K -$201K -1,680 -43%
SMFG
416
Sumitomo Mitsui Financial Group
Japan
$264K -$225K -1,884 -46%
BCA
417
Bay Colony Advisors
Massachusetts
$262K -$75.7K -633 -23%
TI
418
Trexquant Investment
Connecticut
$261K +$262K +2,191 New
LJAC
419
L.J. Altfest & Co
New York
$255K -$41.2K -345 -14%
BRWM
420
B. Riley Wealth Management
Tennessee
$252K +$252K +2,110 New
SC
421
Solstein Capital
California
$251K +$251K +2,102 New
MPCL
422
My Personal CFO LLC
Washington
$250K – – –
FC
423
Financial Consulate
Maryland
$248K -$9.2K -77 -4%
SWP
424
Summit Wealth Partners
Florida
$246K -$16.9K -141 -6%
TIM
425
Tortoise Investment Management
New York
$243K +$43K +360 +21%
15 16
17
18 19