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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
601
WealthShield Partners
North Carolina
$34.4K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$33.6K +$33.7K +290 New
TWC
603
TD Waterhouse Canada
Ontario, Canada
$31.1K – – –
EWM
604
EPG Wealth Management
Georgia
$30.5K – – –
FM
605
Family Management
New York
$26.2K – – –
TIM
606
Tortoise Investment Management
New York
$25.5K – – –
HCP
607
Hexagon Capital Partners
Arkansas
$25.4K – – –
CHA
608
Carmichael Hill & Associates
Maryland
$25.2K – – –
BCA
609
Bray Capital Advisors
Florida
$23.2K – – –
ACM
610
Anfield Capital Management
California
$22.2K +$22.3K +192 New
GGI
611
Godsey & Gibb Inc
Virginia
$22K – – –
T
612
Tidemark
California
$21.1K -$1.16K -10 -5%
CJ
613
Caitlin John
Michigan
$20.7K – – –
CP
614
Castleview Partners
Texas
$19.5K – – –
TSWM
615
Tyler-Stone Wealth Management
Ohio
$19.3K – – –
AAP
616
Arax Advisory Partners
Colorado
$19.1K -$56.8K -489 -75%
S
617
SignatureFD
Georgia
$19K +$19K +164 New
TF
618
Tompkins Financial
New York
$18.2K – – –
BIM
619
Breakwater Investment Management
Washington
$17.6K +$17.6K +152 New
MHR
620
Matthew Hamilton Rosenberg
$17.6K +$9.87K +85 +125%
RFS
621
Richardson Financial Services
Massachusetts
$17.4K +$17.4K +150 New
KHC
622
Koesten Hirschmann & Crabtree
Kansas
$16.7K – – –
RIA
623
Realta Investment Advisors
Delaware
$16.6K +$16.6K +143 New
GFL
624
Granite FO LLC
New Hampshire
$15.8K – – –
BONH
625
Bank of New Hampshire
New Hampshire
$15.5K +$5.22K +45 +51%
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25
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