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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$153K +$156K +1,330 New
BCV
502
Banque Cantonale Vaudoise
Switzerland
$145K -$13.6K -116 -8%
CA
503
Clearstead Advisors
Ohio
$144K -$657K -5,607 -82%
BWA
504
BDO Wealth Advisors
Florida
$138K – – –
WWP
505
WR Wealth Planners
Missouri
$136K +$54.7K +467 +66%
HI
506
Harbour Investments
Wisconsin
$131K -$120K -1,027 -47%
DIP
507
DT Investment Partners
Pennsylvania
$126K -$468 -4 -0.4%
CWM
508
Consultiva Wealth Management
Puerto Rico
$125K – – –
IWP
509
Icon Wealth Partners
Texas
$115K – – –
PP
510
PrairieView Partners
Minnesota
$101K -$255K -2,177 -71%
SSB
511
Sandy Spring Bank
Maryland
$98.8K +$18.7K +160 +23%
RI
512
Ridgewood Investments
New Jersey
$98K -$25.2K -215 -20%
SPIA
513
Steward Partners Investment Advisory
New York
$91.8K -$58.8K -502 -39%
RCM
514
Rain Capital Management
Oregon
$89.9K -$22.1M -188,580 -100%
CFO
515
CVA Family Office
Colorado
$89.1K -$215K -1,832 -70%
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.4K +$88.8K +758 New
CPA
517
Cardiff Park Advisors
California
$82.1K – – –
SMFG
518
Sumitomo Mitsui Financial Group
Japan
$71.7K – – –
YDMI
519
Y.D. More Investments
Israel
$69.8K – – –
PCTC
520
Perkins Coie Trust Company
Washington
$62.8K -$21.1K -180 -25%
CPG
521
Cornerstone Planning Group
New Jersey
$62.2K +$63.2K +540 New
FFA
522
Farther Finance Advisors
California
$61.3K – – –
RBC
523
Roble Belko & Company
Pennsylvania
$57K +$22.6K +193 +63%
FCA
524
FinTrust Capital Advisors
South Carolina
$55K – – –
BC
525
Barrett & Company
Rhode Island
$53.6K – – –
19 20
21
22 23