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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.6K – – –
FFA
502
Farther Finance Advisors
California
$83.7K +$23.7K +207 +39%
CPA
503
Cardiff Park Advisors
California
$80.6K – – –
NCM
504
Northwest Capital Management
Oregon
$72.8K +$56K +490 +320%
SMFG
505
Sumitomo Mitsui Financial Group
Japan
$70.4K – – –
PA
506
Parallel Advisors
California
$70K -$109K -956 -61%
CFD
507
Creative Financial Designs
Indiana
$69.2K +$33.3K +291 +91%
YDMI
508
Y.D. More Investments
Israel
$68.6K – – –
PCTC
509
Perkins Coie Trust Company
Washington
$61.7K – – –
CPG
510
Cornerstone Planning Group
New Jersey
$61.1K – – –
NS
511
NBC Securities
Alabama
$57K +$58.3K +510 New
TH
512
TCTC Holdings
Texas
$55.7K +$49.1K +429 +681%
BWS
513
Buck Wealth Strategies
Colorado
$53.3K +$53.9K +471 New
BC
514
Barrett & Company
Rhode Island
$52.7K – – –
CAS
515
Coppell Advisory Solutions
Texas
$48.4K -$2.8M -24,468 -98%
FCA
516
FinTrust Capital Advisors
South Carolina
$48.3K -$5.95K -52 -11%
PO
517
Private Ocean
California
$42.9K – – –
AA
518
Ancora Advisors
Ohio
$42.4K – – –
MIFH
519
Migdal Insurance & Financial Holdings
Israel
$41K – – –
CBT
520
Central Bank & Trust
Kentucky
$39.5K +$39.9K +349 New
CWM
521
Cranbrook Wealth Management
Michigan
$38.6K – – –
FWP
522
FAS Wealth Partners
Kansas
$36.1K – – –
AWA
523
Authentikos Wealth Advisory
California
$35.2K +$35.6K +311 New
CT
524
Colonial Trust
South Carolina
$34.4K – – –
TCPG
525
Trivant Custom Portfolio Group
California
$34.3K -$3.32K -29 -9%
19 20
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