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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Moulton Wealth Management
Washington
$860K -$1.18M -10,046 -58%
CAG
452
Crestwood Advisors Group
Massachusetts
$859K -$9.18K -78 -1%
MOS
453
MGO One Seven
Ohio
$855K -$14.8K -126 -2%
FMI
454
F/M Investments
District of Columbia
$848K -$45.7K -388 -5%
SWP
455
Summit Wealth Partners
Florida
$845K -$125K -1,060 -13%
Vontobel Holding
456
Vontobel Holding
Switzerland
$836K -$31.4K -267 -4%
PG
457
Patten Group
Tennessee
$832K +$1.29K +11 +0.2%
IAS
458
Insigneo Advisory Services
Florida
$822K +$92.9K +789 +13%
AC
459
Apella Capital
Connecticut
$820K – – –
IWM
460
Iams Wealth Management
Nebraska
$816K -$30.4K -258 -4%
MYIA
461
Mount Yale Investment Advisors
Colorado
$799K +$87.5K +743 +12%
VAS
462
Vestmark Advisory Solutions
Massachusetts
$799K +$87.5K +743 +12%
RT
463
Rockland Trust
Massachusetts
$787K -$18.8K -160 -2%
Simplex Trading
464
Simplex Trading
Illinois
$780K -$904K -7,677 -54%
VA
465
Valmark Advisers
Ohio
$775K +$3.18K +27 +0.4%
MWA
466
Monograph Wealth Advisors
California
$736K +$75.6K +642 +11%
CM
467
Columbus Macro
Pennsylvania
$733K -$19.8K -168 -3%
CL
468
Choreo LLC
Illinois
$726K -$6.95K -59 -0.9%
SC
469
Summa Corp
Texas
$725K -$249K -2,115 -26%
CPRPA
470
Cerity Partners Retirement Plan Advisors
New York
$722K +$120K +1,015 +20%
EWA
471
EverSource Wealth Advisors
Alabama
$710K -$6.24K -53 -0.9%
FPW
472
Fairvoy Private Wealth
Alabama
$707K +$33.1K +281 +5%
MWM
473
MorganRosel Wealth Management
Colorado
$689K +$60.3K +512 +10%
PS
474
Principal Securities
Iowa
$688K -$21.2K -180 -3%
GCM
475
Gambit Capital Management
Tennessee
$667K +$374K +3,173 +126%