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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
SouthState Corp
Florida
$260K -$3.57K -30 -1%
SSA
602
SSA Swiss Advisors
$257K – – –
RFP
603
Root Financial Partners
California
$255K -$119 -1 -0%
VAG
604
VisionPoint Advisory Group
Texas
$254K +$253K +2,129 New
PIA
605
Perennial Investment Advisors
California
$254K -$476 -4 -0.2%
KWMG
606
King Wealth Management Group
Florida
$252K -$9.04K -76 -3%
NS
607
NBC Securities
Alabama
$250K +$190K +1,596 +320%
FIA
608
Foundations Investment Advisors
Arizona
$248K +$247K +2,074 New
DIP
609
DT Investment Partners
Pennsylvania
$247K -$5K -42 -2%
OA
610
Oxbow Advisors
Texas
$244K +$18.2K +153 +8%
FFM
611
Flagstone Financial Management
Nebraska
$244K – – –
TFA
612
Tobias Financial Advisors
Florida
$243K – – –
CPSC
613
Carl P. Sherr & Co
Massachusetts
$241K – – –
CCAL
614
City Center Advisors LLC
Michigan
$241K +$30.1K +253 +14%
FTS
615
Fifth Third Securities
Ohio
$241K -$5.27M -44,326 -96%
CFD
616
Creative Financial Designs
Indiana
$240K -$117K -986 -33%
CAAM
617
Cornerstone Advisors Asset Management
Pennsylvania
$239K +$238K +1,998 New
QWP
618
Quotient Wealth Partners
Texas
$235K -$103K -869 -31%
KPWM
619
KDK Private Wealth Management
Texas
$234K +$119 +1 +0.1%
DWM
620
Dopkins Wealth Management
New York
$232K – – –
FA
621
Flagstar Advisors
New York
$231K +$1.43K +12 +0.6%
BRWA
622
B. Riley Wealth Advisors
Florida
$230K +$3.09K +26 +1%
FCM
623
Firestone Capital Management
Florida
$230K +$229K +1,923 New
LNB
624
Ledyard National Bank
$229K – – –
KWM
625
Keebeck Wealth Management
Illinois
$226K +$225K +1,894 New
23 24
25
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