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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
501
Twin Focus Capital Partners
Massachusetts
$383K +$378K +3,200 New
AA
502
AlphaCentric Advisors
Puerto Rico
$374K -$125K -1,060 -25%
SLG
503
Stanley-Laman Group
Pennsylvania
$373K +$17.3K +146 +5%
TPA
504
Trivium Point Advisory
Connecticut
$370K -$244K -2,067 -39%
CST
505
Charles Schwab Trust
Nevada
$368K -$20K -169 -5%
WDC
506
Woodward Diversified Capital
California
$367K +$7.8K +66 +2%
SFA
507
Sequoia Financial Advisors
Ohio
$367K +$114K +967 +46%
BIA
508
Bigelow Investment Advisors
Maine
$362K -$5.2K -44 -1%
PFA
509
Petra Financial Advisors
Colorado
$359K -$24K -203 -6%
JFG
510
JMG Financial Group
Illinois
$358K -$41.4K -350 -10%
LCGC
511
Legacy Capital Group California
California
$357K +$113K +955 +47%
RF
512
Robinswood Financial
Washington
$357K -$2.36K -20 -0.7%
BCA
513
Bay Colony Advisors
Massachusetts
$357K +$352K +2,982 New
HBS
514
Howard Bailey Securities
Indiana
$356K +$351K +2,973 New
SOS
515
Silver Oak Securities
Tennessee
$350K +$133K +1,126 +52%
MLA
516
My Legacy Advisors
Oregon
$347K +$115K +974 +51%
VCM
517
Verger Capital Management
North Carolina
$347K +$343K +2,900 New
WTC
518
WhitTier Trust Company
Nevada
$344K +$4.02K +34 +1%
VPI
519
Value Partners Investments
Manitoba, Canada
$343K – – –
KIM
520
Kestra Investment Management
Texas
$343K +$338K +2,864 New
SC
521
Scotia Capital
Ontario, Canada
$340K – – –
UI
522
Unconventional Investor
New Hampshire
$340K +$355 +3 +0.1%
CWM
523
Chemistry Wealth Management
New York
$333K -$11.1K -94 -3%
EWA
524
EP Wealth Advisors
California
$332K -$27.5K -233 -8%
WFA
525
WestHill Financial Advisors
California
$327K +$3.78K +32 +1%
19 20
21
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