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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
476
Independent Financial Group
California
$313K -$19K -164 -6%
WFA
477
WestHill Financial Advisors
California
$313K +$4.99K +43 +2%
PCM
478
Peirce Capital Management
Texas
$310K -$107K -925 -26%
RWA
479
Redhawk Wealth Advisors
Minnesota
$302K -$1.97K -17 -0.6%
SPC
480
Sigma Planning Corp
Michigan
$300K +$10.3K +89 +4%
BB
481
Busey Bank
Illinois
$297K – – –
SOS
482
Silver Oak Securities
Tennessee
$296K +$16.9K +146 +6%
RW
483
REDW Wealth
New Mexico
$294K – – –
HIF
484
Hill Island Financial
Michigan
$290K +$23K +198 +9%
FAM
485
Forte Asset Management
New York
$290K +$290K +2,500 New
EWA
486
EP Wealth Advisors
California
$283K -$22.7K -196 -7%
EGA
487
E&G Advisors
Texas
$282K – – –
MWM
488
Mittelman Wealth Management
Massachusetts
$274K +$275K +2,370 New
RFM
489
Royal Fund Management
Florida
$273K +$274K +2,359 New
AWA
490
Arkadios Wealth Advisors
Georgia
$273K +$56.3K +485 +26%
PWMG
491
Pioneer Wealth Management Group
Texas
$272K -$20.7K -178 -7%
IC
492
Innealta Capital
Texas
$270K -$34.9K -301 -11%
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$270K -$493K -4,246 -65%
VWA
494
Visionary Wealth Advisors
Illinois
$269K -$56.3K -485 -17%
SLG
495
Stanley-Laman Group
Pennsylvania
$269K +$15.9K +137 +6%
C
496
Certuity
Florida
$265K -$9.28K -80 -3%
HIP
497
HUB Investment Partners
Texas
$265K +$2.44K +21 +0.9%
LCGC
498
Legacy Capital Group California
California
$263K -$16.1K -139 -6%
SP
499
Successful Portfolios
Florida
$262K -$8.12K -70 -3%
FUBT
500
First United Bank & Trust
Maryland
$261K -$9.63K -83 -4%
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20
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