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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
401
Walkner Condon Financial Advisors
Wisconsin
$545K -$35.7K -313 -6%
ASFA
402
All Season Financial Advisors
Colorado
$545K +$531K +4,651 New
EWM
403
Empirical Wealth Management
Washington
$543K +$99.6K +873 +23%
AA
404
AlphaCentric Advisors
Puerto Rico
$535K +$521K +4,568 New
AAS
405
Ameritas Advisory Services
Nebraska
$530K -$17.2K -151 -3%
MWA
406
Midland Wealth Advisors
Illinois
$529K +$515K +4,513 New
LSAG
407
Lake Street Advisors Group
New Hampshire
$528K +$515K +4,510 New
RWB
408
RMR Wealth Builders
New Jersey
$527K
CWM
409
Congress Wealth Management
Massachusetts
$522K -$149K -1,304 -23%
MA
410
MAS Advisors
Florida
$521K +$507K +4,445 New
Deutsche Bank
411
Deutsche Bank
Germany
$509K
JCM
412
Jacobi Capital Management
Pennsylvania
$485K +$141K +1,235 +42%
MFG
413
Merit Financial Group
Georgia
$484K +$218K +1,909 +86%
JTWM
414
Jackson Thornton Wealth Management
Alabama
$479K
PP
415
PrairieView Partners
Minnesota
$465K +$362K +3,168 +394%
RB
416
Renasant Bank
Mississippi
$459K +$101K +885 +29%
WE
417
Wealth Effects
Massachusetts
$458K +$446K +3,906 New
CWM
418
Connecticut Wealth Management
Connecticut
$457K -$17.1K -150 -4%
SC
419
Summa Corp
Texas
$453K +$442K +3,870 New
RIA
420
Regal Investment Advisors
Michigan
$452K -$4.99M -43,751 -92%
SC
421
Scotia Capital
Ontario, Canada
$451K -$246K -2,153 -36%
ITB
422
Idaho Trust Bank
Idaho
$448K -$331K -2,902 -43%
EFI
423
EHP Funds Inc
Canada
$445K +$434K +3,800 New
AWM
424
Adams Wealth Management
Utah
$441K +$430K +3,767 New
PPWP
425
Premier Path Wealth Partners
New Jersey
$437K +$279K +2,443 New