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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
426
REDW Wealth
New Mexico
$272K – – –
JFG
427
JMG Financial Group
Illinois
$271K +$271K +2,362 New
CFO
428
CVA Family Office
Colorado
$270K +$239K +2,082 +783%
CF
429
Centaurus Financial
California
$269K -$28.7K -250 -10%
SOS
430
Silver Oak Securities
Tennessee
$264K +$116K +1,015 +79%
AGC
431
Aspen Grove Capital
Colorado
$260K +$259K +2,260 New
CWP
432
Concord Wealth Partners
Virginia
$256K +$255K +2,226 New
HWA
433
HCR Wealth Advisors
California
$256K – – –
SGAM
434
Stephens Group Asset Management
Arkansas
$255K – – –
JCM
435
Jacobi Capital Management
Pennsylvania
$252K -$11.7K -102 -4%
JCM
436
Janney Capital Management
Pennsylvania
$250K +$249K +2,174 New
PP
437
PrairieView Partners
Minnesota
$249K +$56.4K +492 +29%
TRCT
438
Tower Research Capital (TRC)
New York
$248K -$176K -1,537 -42%
IWM
439
IHT Wealth Management
Illinois
$248K +$229 +2 +0.1%
ARC
440
Advisor Resource Council
Texas
$247K +$229 +2 +0.1%
LJAC
441
L.J. Altfest & Co
New York
$246K – – –
PIA
442
Perennial Investment Advisors
California
$245K +$245K +2,135 New
PTC
443
Private Trust Company
Ohio
$243K +$10.1K +88 +4%
SC
444
Solstein Capital
California
$241K – – –
MPCL
445
My Personal CFO LLC
Washington
$241K – – –
LA
446
Latitude Advisors
Florida
$239K +$8.48K +74 +4%
TC
447
TAP Consulting
Missouri
$238K -$25.5K -222 -10%
SS
448
Simplicity Solutions
Minnesota
$237K -$422K -3,680 -64%
WP
449
WealthSource Partners
California
$237K -$19.6K -171 -8%
AWA
450
Arete Wealth Advisors
Illinois
$234K +$5.96K +52 +3%
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