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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
426
E&G Advisors
Texas
$287K – – –
WFA
427
WestHill Financial Advisors
California
$286K +$283K +2,432 New
RW
428
REDW Wealth
New Mexico
$278K – – –
JFG
429
JMG Financial Group
Illinois
$278K – – –
HI
430
Hudock Inc
Pennsylvania
$278K -$2.21K -19 -0.8%
TA
431
TFG Advisers
Michigan
$277K -$16.2K -139 -6%
IW
432
Imprint Wealth
South Carolina
$276K +$271K +2,332 New
CWP
433
Concord Wealth Partners
Virginia
$270K +$7.9K +68 +3%
RWA
434
Redhawk Wealth Advisors
Minnesota
$269K -$49.5K -426 -16%
ATC
435
Argent Trust Co
Tennessee
$268K -$401K -3,450 -60%
PIA
436
Perennial Investment Advisors
California
$266K +$14.2K +122 +6%
PWM
437
Prentice Wealth Management
New York
$265K -$110K -949 -30%
IWM
438
IHT Wealth Management
Illinois
$265K +$11K +95 +4%
SB
439
Strategic Blueprint
Georgia
$262K +$259K +2,226 New
HWA
440
HCR Wealth Advisors
California
$262K – – –
SGAM
441
Stephens Group Asset Management
Arkansas
$261K – – –
JCM
442
Jacobi Capital Management
Pennsylvania
$255K -$3.49K -30 -1%
HI
443
Harbour Investments
Wisconsin
$254K +$94.6K +814 +60%
BAM
444
Belpointe Asset Management
Nevada
$253K -$895K -7,702 -78%
LJAC
445
L.J. Altfest & Co
New York
$252K – – –
SC
446
Solstein Capital
California
$247K – – –
MPCL
447
My Personal CFO LLC
Washington
$247K +$243K +2,094 +104,700%
WF
448
Wayfinding Financial
Washington
$244K +$242K +2,081 New
CA
449
Cumberland Advisors
Florida
$242K -$1.3M -11,190 -84%
WP
450
WealthSource Partners
California
$242K – – –
16 17
18
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