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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
551
Kathmere Capital Management
Pennsylvania
$340K +$335K +2,880 New
SPW
552
Surience Private Wealth
Washington
$335K -$2.61M -22,442 -89%
UI
553
Unconventional Investor
New Hampshire
$330K +$233 +2 +0.1%
Fisher Asset Management
554
Fisher Asset Management
Washington
$323K +$318K +2,732 New
BL
555
BFSG LLC
California
$322K -$116K -1,000 -27%
CCAL
556
City Center Advisors LLC
Michigan
$321K +$33.8K +290 +12%
VWM
557
Valley Wealth Managers
New Jersey
$320K -$8.62K -74 -3%
AFM
558
Armstrong Fleming & Moore
District of Columbia
$315K +$311K +2,669 New
EWA
559
EP Wealth Advisors
California
$315K -$6.41K -55 -2%
MG
560
Mather Group
Illinois
$313K -$197K -1,691 -39%
FA
561
Fiducient Advisors
Illinois
$310K
VPI
562
Value Partners Investments
Manitoba, Canada
$308K
AWM
563
Adams Wealth Management
Utah
$307K -$25.6K -220 -8%
CI
564
CacheTech Inc
Utah
$307K -$25.6K -220 -8%
CFD
565
Creative Financial Designs
Indiana
$305K -$18.3K -157 -6%
SSA
566
SSA Swiss Advisors
$304K +$299K +2,570 New
BB
567
Busey Bank
Illinois
$303K
PPC
568
Park Place Capital
Alabama
$298K -$44.5K -382 -13%
PPW
569
Pasadena Private Wealth
California
$298K +$294K +2,522 New
RF
570
Rossby Financial
Florida
$295K -$7.34K -63 -2%
FFC
571
Frederick Financial Consultants
Maryland
$295K -$7.57K -65 -3%
PIA
572
Perennial Investment Advisors
California
$294K +$88.3K +758 +44%
B
573
Bellecapital
Switzerland
$291K
DTC
574
Davidson Trust Company
Washington
$290K
NP
575
NorthRock Partners
Minnesota
$289K -$365K -3,135 -56%