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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
576
Steward Partners Investment Advisory
New York
$225K +$69K +584 +45%
PIMG
577
Patriot Investment Management Group
Tennessee
$224K +$10K +85 +5%
SIM
578
Stratos Investment Management
Ohio
$223K +$220K +1,864 New
NL
579
NDWM LLC
California
$223K +$220K +1,863 New
DJSG
580
D.J. St. Germain
Massachusetts
$220K -$70.9K -600 -25%
MBFW
581
Morton Brown Family Wealth
Pennsylvania
$219K – – –
GA
582
Greenspring Advisors
Maryland
$218K – – –
MWM
583
Modera Wealth Management
New Jersey
$218K +$215K +1,821 New
VWA
584
Visionary Wealth Advisors
Illinois
$217K -$1.77K -15 -0.8%
TFG
585
Tull Financial Group
Virginia
$214K +$212K +1,793 New
WGCA
586
Wolf Group Capital Advisors
Virginia
$213K +$218K +1,843 New
PSP
587
Pacific Sage Partners
Washington
$211K -$48.9K -414 -19%
UBG
588
United Bank (Georgia)
Georgia
$211K -$9.45K -80 -4%
EWM
589
Evercore Wealth Management
New York
$211K – – –
GSEP
590
Golden State Equity Partners
California
$209K -$95.3K -806 -32%
IAS
591
Insigneo Advisory Services
Florida
$208K -$7.09K -60 -3%
PIA
592
Perennial Investment Advisors
California
$207K +$205K +1,731 New
LC
593
Lavaca Capital
Texas
$205K +$203K +1,715 New
CAL
594
Capital Analysts LLC
Pennsylvania
$205K +$70K +592 +53%
AMBIA
595
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$202K +1,709 New
B
596
Bensler
Washington
$204K +$201K +1,702 New
UAG
597
United Advisor Group
Ohio
$203K +$201K +1,697 New
CF
598
Centaurus Financial
California
$201K -$949K -8,033 -83%
HIS
599
Harvest Investment Services
Illinois
$201K +$198K +1,677 New
CLOS
600
Compagnie Lombard Odier SCmA
Switzerland
$199K +$196K +1,661 New
22 23
24
25 26