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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
C
501
Certuity
Florida
$269K +$4.36K +38 +2%
HIP
502
HUB Investment Partners
Texas
$262K -$2.41K -21 -0.9%
WE
503
Wealth Effects
Massachusetts
$262K -$59.5K -519 -19%
SP
504
Successful Portfolios
Florida
$262K – – –
ATS
505
Ashton Thomas Securities
New York
$259K +$255K +2,227 New
HH
506
Hilltop Holdings
Texas
$256K +$254K +2,214 New
FIA
507
Foundations Investment Advisors
Arizona
$254K +$18.3K +160 +8%
PSP
508
Pacific Sage Partners
Washington
$252K -$138K -1,202 -36%
SOS
509
Silver Oak Securities
Tennessee
$252K -$43.2K -377 -15%
SCA
510
Snowden Capital Advisors
New York
$251K +$249K +2,175 New
FUBT
511
First United Bank & Trust
Maryland
$248K -$12.4K -108 -5%
TBNY
512
Trustco Bank (New York)
New York
$247K – – –
CFG
513
Citizens Financial Group
Rhode Island
$243K +$241K +2,105 New
SFA
514
Sequoia Financial Advisors
Ohio
$243K -$9.51K -83 -4%
MPCL
515
My Personal CFO LLC
Washington
$242K – – –
NC
516
Napatree Capital
Rhode Island
$239K – – –
FBB
517
Fulton Breakefield Broenniman
Maryland
$238K -$9.63K -84 -4%
FA
518
Flagstar Advisors
New York
$235K +$1.38K +12 +0.6%
TFA
519
Tobias Financial Advisors
Florida
$235K – – –
FFM
520
Flagstone Financial Management
Nebraska
$235K – – –
LCGC
521
Legacy Capital Group California
California
$234K -$27.7K -242 -11%
CFO
522
CVA Family Office
Colorado
$234K +$19.5K +170 +9%
IFA
523
Interactive Financial Advisors
Illinois
$232K +$5.62K +49 +2%
KWA
524
Kingswood Wealth Advisors
California
$228K +$227K +1,977 New
AUB
525
Atlantic Union Bankshares
Virginia
$227K +$225K +1,964 New
19 20
21
22 23