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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
601
Tempo Wealth
Ohio
$340K +$14K +117 +4%
TWM
602
TopTier Wealth Management
Wisconsin
$329K +$24.3K +204 +8%
MFG
603
Mosaic Financial Group
Illinois
$329K +$1.07K +9 +0.3%
OP
604
Oath Planning
Oklahoma
$329K +$1.79K +15 +0.5%
PFA
605
Petra Financial Advisors
Colorado
$327K -$24.1K -202 -7%
WCFA
606
Walkner Condon Financial Advisors
Wisconsin
$327K +$116K +971 +54%
TFGT
607
TS Financial Group (TSFG)
Illinois
$324K +$1.31K +11 +0.4%
CST
608
Charles Schwab Trust
Nevada
$324K -$300K -2,514 -48%
VCP
609
Vista Capital Partners
Oregon
$322K -$31.7K -266 -9%
AI
610
Arrien Investments
Idaho
$322K +$17.4K +146 +6%
HF
611
HRT Financial
New York
$321K -$791K -6,632 -71%
MWM
612
Mittelman Wealth Management
Massachusetts
$320K +$322K +2,701 New
MA
613
Montag & Associates
Georgia
$317K – – –
FA
614
Fiducient Advisors
Illinois
$311K – – –
PRAG
615
Portfolio Resources Advisor Group
Florida
$310K +$3.94K +33 +1%
SWM
616
Silverlake Wealth Management
Vermont
$310K +$33.4K +280 +12%
VPI
617
Value Partners Investments
Manitoba, Canada
$309K – – –
NS
618
NBC Securities
Alabama
$308K +$65K +545 +27%
SP
619
Stablepoint Partners
Massachusetts
$307K +$309K +2,589 New
BB
620
Busey Bank
Illinois
$304K – – –
VWM
621
Valley Wealth Managers
New Jersey
$304K +$8.23K +69 +3%
BA
622
Brightwater Advisory
Florida
$301K +$33.3K +279 +12%
SWM
623
Steinberganna Wealth Management
New York
$301K -$471K -3,947 -61%
BC
624
BDFS Capital
Delaware
$298K +$716 +6 +0.2%
RI
625
Ruggiero Investments
Florida
$298K – – –
23 24
25
26 27