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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
526
Significant Wealth Partners
Illinois
$226K +$1.83K +16 +0.8%
MWM
527
Mittelman Wealth Management
Massachusetts
$223K -$50.4K -440 -19%
MLA
528
My Legacy Advisors
Oregon
$223K +$1.03K +9 +0.5%
RWA
529
Redhawk Wealth Advisors
Minnesota
$219K -$81.6K -712 -27%
KWM
530
KFG Wealth Management
Indiana
$217K – – –
SYBT
531
Stock Yards Bank & Trust
Kentucky
$217K – – –
IAIM
532
International Assets Investment Management
Florida
$216K -$25.4K -222 -11%
IAS
533
Insigneo Advisory Services
Florida
$214K +$206K +1,798 New
UBG
534
United Bank (Georgia)
Georgia
$213K +$212K +1,846 New
MBFW
535
Morton Brown Family Wealth
Pennsylvania
$213K -$136K -1,188 -39%
CSC
536
Caldwell Sutter Capital
California
$213K +$13.1K +114 +7%
CGA
537
Crescent Grove Advisors
Illinois
$212K +$211K +1,840 New
VWA
538
Visionary Wealth Advisors
Illinois
$211K -$56.7K -495 -21%
GA
539
Greenspring Advisors
Maryland
$211K – – –
CWP
540
Core Wealth Partners
California
$208K -$1.15K -10 -0.6%
BWP
541
BSW Wealth Partners
Colorado
$208K -$552K -4,820 -73%
PIMG
542
Patriot Investment Management Group
Tennessee
$206K – – –
EWM
543
Evercore Wealth Management
New York
$203K – – –
CFD
544
Creative Financial Designs
Indiana
$203K +$34.8K +304 +21%
IWM
545
Iams Wealth Management
Nebraska
$202K -$246K -2,142 -55%
HSA
546
HBK Sorce Advisory
Pennsylvania
$202K -$22.6K -197 -10%
GG
547
Gleason Group
Kentucky
$198K +$196K +1,713 New
SAS
548
Stelac Advisory Services
New York
$189K – – –
IRC
549
Investors Research Corp
Georgia
$164K -$55.3K -482 -25%
CWP
550
Concord Wealth Partners
Virginia
$153K – – –
20 21
22
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