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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
576
Walkner Condon Financial Advisors
Wisconsin
$339K +$15.3K +130 +5%
MWM
577
Mittelman Wealth Management
Massachusetts
$339K +$18.6K +158 +6%
CST
578
Charles Schwab Trust
Nevada
$336K +$15.8K +134 +5%
LCGC
579
Legacy Capital Group California
California
$336K -$6.83K -58 -2%
SAW
580
Signal Advisors Wealth
Michigan
$335K +$335K +2,849 New
WPA
581
West Paces Advisors
Georgia
$334K -$164K -1,395 -33%
SAM
582
Smithbridge Asset Management
Pennsylvania
$332K -$66.1K -561 -17%
OP
583
Oath Planning
Oklahoma
$329K +$2.83K +24 +0.9%
MFG
584
Mosaic Financial Group
Illinois
$328K +$1.65K +14 +0.5%
TWM
585
TopTier Wealth Management
Wisconsin
$327K +$1.29K +11 +0.4%
PFA
586
Petra Financial Advisors
Colorado
$325K +$1.18K +10 +0.4%
TFGT
587
TS Financial Group (TSFG)
Illinois
$323K +$2.83K +24 +0.9%
ITB
588
Idaho Trust Bank
Idaho
$322K +$323K +2,745 New
IAS
589
IMA Advisory Services
Colorado
$322K -$252K -2,142 -44%
VCP
590
Vista Capital Partners
Oregon
$313K -$6.12K -52 -2%
RA
591
Range Advisory
Virginia
$312K +$313K +2,660 New
FA
592
Fiducient Advisors
Illinois
$308K – – –
SP
593
Stablepoint Partners
Massachusetts
$307K +$2.47K +21 +0.8%
SWM
594
Silverlake Wealth Management
Vermont
$305K -$2K -17 -0.7%
NS
595
NBC Securities
Alabama
$303K -$2.71K -23 -0.9%
KFS
596
Kelly Financial Services
Massachusetts
$302K -$326K -2,767 -52%
BB
597
Busey Bank
Illinois
$301K -$235 -2 -0.1%
OC
598
Oppenheimer & Co
New York
$300K -$262K -2,228 -47%
SWM
599
Steinberganna Wealth Management
New York
$299K +$1.18K +10 +0.4%
RAM
600
Riggs Asset Management
Pennsylvania
$294K -$54.9K -466 -16%
22 23
24
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