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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
601
My Legacy Advisors
Oregon
$259K +$49.4K +419 +24%
SSA
602
SSA Swiss Advisors
$255K -$49.1K -416 -16%
RFP
603
Root Financial Partners
California
$254K +$251K +2,131 New
PIA
604
Perennial Investment Advisors
California
$254K -$42.2K -358 -14%
UAS
605
United Asset Strategies
New York
$252K -$25.7K -218 -9%
DIP
606
DT Investment Partners
Pennsylvania
$251K +$28.8K +244 +13%
MPCL
607
My Personal CFO LLC
Washington
$250K – – –
NP
608
NorthRock Partners
Minnesota
$248K -$42.8K -363 -15%
W
609
Wealthquest
Ohio
$246K +$11.7K +99 +5%
FFM
610
Flagstone Financial Management
Nebraska
$243K -$5.07K -43 -2%
TFA
611
Tobias Financial Advisors
Florida
$243K – – –
DIA
612
Dana Investment Advisors
Wisconsin
$240K -$24.5K -208 -9%
CPSC
613
Carl P. Sherr & Co
Massachusetts
$240K +$238K +2,015 New
HWM
614
HB Wealth Management
Georgia
$240K +$238K +2,015 New
CAS
615
Coppell Advisory Solutions
Texas
$239K +$238K +2,014 New
AL
616
Aspiriant LLC
California
$239K -$171K -1,451 -42%
B
617
Bensler
Washington
$235K +$11.4K +97 +5%
AFG
618
Arkansas Financial Group
Arkansas
$234K +$4.25K +36 +2%
SA
619
Sovran Advisors
California
$234K -$333K -2,822 -59%
KPWM
620
KDK Private Wealth Management
Texas
$233K +$9.79K +83 +4%
DWM
621
Dopkins Wealth Management
New York
$231K – – –
FA
622
Flagstar Advisors
New York
$229K -$18.3K -155 -7%
LNB
623
Ledyard National Bank
$228K – – –
BRWA
624
B. Riley Wealth Advisors
Florida
$226K +$224K +1,901 New
SPC
625
Sigma Planning Corp
Michigan
$225K -$145K -1,231 -39%
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