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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
526
Main Street Financial Solutions
Pennsylvania
$216K +$216K +1,865 New
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$216K +$216K +1,863 New
JCM
528
Janney Capital Management
Pennsylvania
$215K +$216K +1,857 New
CFO
529
CVA Family Office
Colorado
$215K +$82.7K +713 +62%
CWS
530
Confluence Wealth Services
Pennsylvania
$214K +$214K +1,848 New
GWM
531
Gibbs Wealth Management
Georgia
$214K +$214K +1,844 New
MWM
532
Mission Wealth Management
California
$213K +$214K +1,841 New
WGCA
533
Wolf Group Capital Advisors
Virginia
$213K – – –
GA
534
Greenspring Advisors
Maryland
$211K – – –
CWP
535
Core Wealth Partners
California
$210K +$210K +1,813 New
PCMC
536
Private Capital Management (Colorado)
Colorado
$208K – – –
PIMG
537
Patriot Investment Management Group
Tennessee
$207K +$4.06K +35 +2%
DFG
538
Delta Financial Group
New Jersey
$206K +$206K +1,775 New
EWM
539
Evercore Wealth Management
New York
$204K – – –
CSC
540
Caldwell Sutter Capital
California
$200K -$6.04K -52 -3%
PVH
541
Psagot Value Holdings
Israel
$196K – – –
VAG
542
VisionPoint Advisory Group
Texas
$195K +$195K +1,681 New
SAS
543
Stelac Advisory Services
New York
$190K – – –
TFGT
544
TS Financial Group (TSFG)
Illinois
$179K +$114K +985 +175%
CFD
545
Creative Financial Designs
Indiana
$168K +$76K +655 +82%
CWP
546
Concord Wealth Partners
Virginia
$154K -$59.9K -516 -28%
RBC
547
Roble Belko & Company
Pennsylvania
$150K – – –
AIP
548
Ameritas Investment Partners
Nebraska
$147K -$4.76K -41 -3%
DIP
549
DT Investment Partners
Pennsylvania
$135K – – –
WWP
550
WR Wealth Planners
Missouri
$121K +$121K +1,046 New
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