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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
501
Kelly Financial Services
Massachusetts
$631K +$416K +3,490 +189%
NFW
502
Noble Family Wealth
Florida
$630K – – –
MG
503
Mather Group
Illinois
$622K +$354K +2,969 +130%
AIC
504
Argus Investors Counsel
New York
$622K -$103K -860 -14%
CPRPA
505
Cerity Partners Retirement Plan Advisors
New York
$609K +$612K +5,135 New
RIS
506
Retirement Income Solutions
Michigan
$601K -$41.6K -349 -6%
BFC
507
Bedel Financial Consulting
Indiana
$586K -$493K -4,130 -46%
AC
508
Avestar Capital
New York
$583K +$587K +4,918 New
AOWM
509
Asset One Wealth Management
Washington
$583K +$586K +4,917 New
IAS
510
IMA Advisory Services
Colorado
$579K -$281K -2,352 -33%
PFM
511
Potomac Fund Management
Florida
$571K +$223K +1,867 +63%
OC
512
Oppenheimer & Co
New York
$568K +$154K +1,295 +37%
MT
513
Midwest Trust
Kansas
$560K -$22.4K -188 -4%
TVM
514
True Vision MN
Minnesota
$548K – – –
NWAG
515
Net Worth Advisory Group
Utah
$546K +$9.9K +83 +2%
SGAM
516
Stephens Group Asset Management
Arkansas
$539K – – –
RWB
517
RMR Wealth Builders
New Jersey
$534K – – –
OWP
518
Obermeyer Wealth Partners
Colorado
$527K +$14.9K +125 +3%
CWA
519
CogentBlue Wealth Advisors
Tennessee
$521K -$70.5K -591 -12%
RF
520
Robinswood Financial
Washington
$521K -$12.5K -105 -2%
FA
521
Faithward Advisors
Pennsylvania
$518K +$8.95K +75 +2%
WDC
522
Woodward Diversified Capital
California
$517K +$82.8K +694 +19%
EFG
523
Ethos Financial Group
Pennsylvania
$517K – – –
BPC
524
Banque Pictet & Cie
Switzerland
$513K – – –
PCIA
525
Prime Capital Investment Advisors
Kansas
$512K -$21.9K -184 -4%
19 20
21
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