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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
401
Laidlaw Wealth Management
New York
$287K -$7.89K -66 -3%
MSL
402
Mackay Shields LLC
New York
$286K +$287K +2,400 New
FA
403
Flagstar Advisors
New York
$282K -$13.1K -110 -4%
RW
404
REDW Wealth
New Mexico
$282K – – –
AWM
405
Apollon Wealth Management
South Carolina
$278K +$37.5K +314 +16%
JCM
406
Jacobi Capital Management
Pennsylvania
$274K +$58K +485 +27%
CAC
407
Certified Advisory Corp
Florida
$272K -$42.3K -354 -13%
HI
408
Hudock Inc
Pennsylvania
$271K +$129K +1,081 +91%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$270K -$4.54K -38 -2%
SGAM
410
Stephens Group Asset Management
Arkansas
$267K -$118K -990 -31%
SIA
411
SeaBridge Investment Advisors
New Jersey
$267K +$267K +2,235 New
BAM
412
Belpointe Asset Management
Nevada
$265K -$201K -1,680 -43%
SMFG
413
Sumitomo Mitsui Financial Group
Japan
$264K -$225K -1,884 -46%
BCA
414
Bay Colony Advisors
Massachusetts
$262K -$75.7K -633 -23%
TI
415
Trexquant Investment
Connecticut
$261K +$262K +2,191 New
LJAC
416
L.J. Altfest & Co
New York
$255K -$41.2K -345 -14%
SC
417
Solstein Capital
California
$251K +$251K +2,102 New
MPCL
418
My Personal CFO LLC
Washington
$250K – – –
FC
419
Financial Consulate
Maryland
$248K -$9.2K -77 -4%
SWP
420
Summit Wealth Partners
Florida
$246K -$16.9K -141 -6%
TIM
421
Tortoise Investment Management
New York
$243K +$43K +360 +21%
RWA
422
RGT Wealth Advisors
Texas
$241K +$19.4K +162 +9%
TW
423
Transform Wealth
Colorado
$236K -$2.75K -23 -1%
FFS
424
Founders Financial Securities
Maryland
$234K – – –
DADC
425
D.A. Davidson & Co
Montana
$233K -$45.8K -383 -16%
15 16
17
18 19