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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Synergy Asset Management
Washington
$378K +$382K +3,270 New
CA
502
Crumly & Associates
Illinois
$377K +$93.4K +800 +32%
FAM
503
Forte Asset Management
New York
$376K – – –
AWM
504
Aries Wealth Management
Maine
$374K – – –
AIM
505
Alhambra Investment Management
Florida
$372K +$58.4K +500 +18%
SG
506
StoneX Group
New York
$361K +$364K +3,121 New
GWA
507
Genesis Wealth Advisors
Massachusetts
$361K +$364K +3,120 New
CST
508
Charles Schwab Trust
Nevada
$360K +$4.43K +38 +1%
AWA
509
Arkadios Wealth Advisors
Georgia
$356K -$33.7K -289 -9%
SPC
510
Sigma Planning Corp
Michigan
$354K -$23.7K -203 -6%
MPW
511
Magnolia Private Wealth
Pennsylvania
$351K +$355K +3,039 New
CGA
512
Crescent Grove Advisors
Illinois
$350K +$119K +1,017 +51%
PFA
513
Petra Financial Advisors
Colorado
$347K – – –
CWMA
514
Capstone Wealth Management (Alabama)
Alabama
$347K +$350K +3,000 New
MBTD
515
Mechanics Bank - Trust Department
California
$347K -$117K -1,000 -25%
JFG
516
JMG Financial Group
Illinois
$346K – – –
RF
517
Robinswood Financial
Washington
$345K – – –
TPA
518
Trivium Point Advisory
Connecticut
$342K -$27K -231 -7%
WFA
519
WestHill Financial Advisors
California
$336K +$19.8K +170 +6%
MLA
520
My Legacy Advisors
Oregon
$336K +$817 +7 +0.2%
PPC
521
Park Place Capital
Alabama
$336K -$218K -1,872 -39%
SFA
522
Sequoia Financial Advisors
Ohio
$331K -$24K -206 -7%
SC
523
Scotia Capital
Ontario, Canada
$328K – – –
AWM
524
Adams Wealth Management
Utah
$326K -$59.5K -510 -15%
CI
525
CacheTech Inc
Utah
$326K -$59.5K -510 -15%
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