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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$4K +$478 +4 +15%
TFA
527
Transamerica Financial Advisors
Florida
$4K +$3.47K +29 New
AFG
528
Albion Financial Group
Utah
$3K – – –
ANBT
529
American National Bank & Trust
Texas
$3K – – –
MAWCM
530
Mine & Arao Wealth Creation & Management
California
$3K – – –
MRCM
531
M&R Capital Management
New Jersey
$3K – – –
NC
532
NewSquare Capital
Pennsylvania
$3K – – –
AIC
533
Archer Investment Corporation
Indiana
$2.98K – – –
FMP
534
Financial Management Professionals
Texas
$2K – – –
SWA
535
SOA Wealth Advisors
New York
$2K – – –
WB
536
Webster Bank
Connecticut
$2K – – –
WAM
537
Worth Asset Management
Texas
$2K – – –
AW
538
ACG Wealth
Georgia
$2K +$1.79K +15 New
BPC
539
Banque Pictet & Cie
Switzerland
$1.22K +$41.4K +346 +3%
1IA
540
1834 Investment Advisors
Wisconsin
$1K – – –
MFC
541
Morris Financial Concepts
South Carolina
$1K – – –
BC
542
Bartlett & Co
Ohio
$1K +$837 +7 New
BCWM
543
Bartlett & Co Wealth Management
Ohio
$835 +$837 +7 New
HT
544
HighTower Trust
Texas
$626 +$804K +6,727 New
BRWM
545
B. Riley Wealth Management
Tennessee
$252 +$252K +2,110 New
GFPC
546
Global Financial Private Client
Florida
$240 – – –
TWC
547
TD Waterhouse Canada
Ontario, Canada
$120 – – –
HWMA
548
Heritage Wealth Management (Arizona)
Arizona
$119 -$7.41K -62 -98%
RDIA
549
RE Dickinson Investment Advisors
Iowa
$5 -$55.7K -466 -92%
AP
550
Advisors Preferred
Maryland
– -$44.8M -368,900 Closed
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22
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