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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
476
Banque Cantonale Vaudoise
Switzerland
$162K +$160K +1,377 New
RP
477
Rice Partnership
Hawaii
$162K +$116 +1 +0.1%
SPIA
478
Steward Partners Investment Advisory
New York
$153K -$10.5K -90 -6%
PTC
479
Private Trust Company
Ohio
$152K -$96K -826 -39%
GWM
480
Geneos Wealth Management
Colorado
$150K +$87.5K +753 +145%
BWA
481
BDO Wealth Advisors
Florida
$141K -$418K -3,600 -75%
DIP
482
DT Investment Partners
Pennsylvania
$130K – – –
CWM
483
Consultiva Wealth Management
Puerto Rico
$128K – – –
RI
484
Ridgewood Investments
New Jersey
$125K +$124K +1,065 New
SC
485
Slow Capital
California
$124K -$3.43M -29,492 -97%
IWP
486
Icon Wealth Partners
Texas
$118K +$116K +999 New
AAS
487
Ameritas Advisory Services
Nebraska
$116K +$114K +983 New
S
488
SignatureFD
Georgia
$111K +$31.6K +272 +40%
AWM
489
Avior Wealth Management
Nebraska
$86.8K – – –
PCTC
490
Perkins Coie Trust Company
Washington
$85.3K – – –
CPA
491
Cardiff Park Advisors
California
$83.8K – – –
WWP
492
WR Wealth Planners
Missouri
$83.5K +$82.5K +710 New
SSB
493
Sandy Spring Bank
Maryland
$82K +$5.69K +49 +8%
EWM
494
EPG Wealth Management
Georgia
$74.7K +$73.8K +635 New
SMFG
495
Sumitomo Mitsui Financial Group
Japan
$73.2K – – –
YDMI
496
Y.D. More Investments
Israel
$71.3K – – –
MCM
497
Manchester Capital Management
Vermont
$69.1K – – –
BWL
498
Bogart Wealth LLC
Virginia
$66.8K – – –
BFPW
499
BOK Financial Private Wealth
Colorado
$64.1K +$63.3K +545 New
FFA
500
Farther Finance Advisors
California
$62.6K +$116 +1 +0.2%
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