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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$770K +$774K +6,493 New
CM
477
Columbus Macro
Pennsylvania
$760K -$560K -4,694 -42%
WMA
478
West Michigan Advisors
Michigan
$755K +$338K +2,830 +80%
CL
479
Choreo LLC
Illinois
$740K -$12.9K -108 -2%
XT
480
XTX Topco
Cayman Islands
$737K +$741K +6,212 New
IAS
481
Insigneo Advisory Services
Florida
$736K +$26.6K +223 +4%
EWA
482
EverSource Wealth Advisors
Alabama
$723K -$66.3K -556 -8%
MYIA
483
Mount Yale Investment Advisors
Colorado
$719K +$723K +6,063 New
VAS
484
Vestmark Advisory Solutions
Massachusetts
$719K +$723K +6,063 New
PS
485
Principal Securities
Iowa
$716K -$38.2K -320 -5%
BSB
486
Bangor Savings Bank
Maine
$696K -$223K -1,870 -24%
JFG
487
JDM Financial Group
Texas
$695K -$713K -5,975 -51%
CA
488
CoreCap Advisors
Michigan
$691K -$596 -5 -0.1%
BWP
489
BSW Wealth Partners
Colorado
$681K +$18.5K +155 +3%
FPW
490
Fairvoy Private Wealth
Alabama
$680K +$12.9K +108 +2%
MWA
491
Monograph Wealth Advisors
California
$667K +$671K +5,622 New
SWA
492
SFMG Wealth Advisors
Texas
$657K -$53.8K -451 -8%
RF
493
Rossby Financial
Florida
$654K +$322K +2,702 +95%
William Blair & Company
494
William Blair & Company
Illinois
$651K +$53.7K +450 +9%
JMA
495
J.M. Arbour
Maine
$643K +$176K +1,476 +37%
MWM
496
MorganRosel Wealth Management
Colorado
$635K -$346K -2,897 -35%
CFO
497
CVA Family Office
Colorado
$633K +$45K +377 +8%
ACP
498
Argyle Capital Partners
California
$633K -$34.5K -289 -5%
MPW
499
MASECO Private Wealth
$632K +$600K +5,033 +1,706%
AA
500
Argent Advisors
Louisiana
$631K