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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
626
NorthRock Partners
Minnesota
$257K +$4.47K +38 +2%
CWM
627
Chemistry Wealth Management
New York
$256K -$16.6K -141 -6%
SC
628
SouthState Corp
Florida
$255K -$2.59K -22 -1%
RG
629
Rathbones Group
United Kingdom
$254K – – –
SSA
630
SSA Swiss Advisors
$253K – – –
VA
631
VestGen Advisors
Illinois
$252K +$19.3K +164 +8%
CWP
632
Concord Wealth Partners
Virginia
$250K -$2.9M -24,636 -92%
FA
633
Flagstar Advisors
New York
$247K +$17.3K +147 +8%
MPCL
634
My Personal CFO LLC
Washington
$246K – – –
AWA
635
A4 Wealth Advisors
North Carolina
$245K +$246K +2,087 New
CF
636
Centaurus Financial
California
$245K -$114K -969 -32%
AWM
637
Accurate Wealth Management
Florida
$244K -$4.47K -38 -2%
AAG
638
Avalon Advisory Group
Pennsylvania
$243K +$244K +2,072 New
PPW
639
Pasadena Private Wealth
California
$240K -$9.18K -78 -4%
FFM
640
Flagstone Financial Management
Nebraska
$240K – – –
TFA
641
Tobias Financial Advisors
Florida
$239K – – –
KCA
642
Kastel Capital Advisors
Massachusetts
$237K -$1.65K -14 -0.7%
UAG
643
United Advisor Group
Ohio
$237K +$5.89K +50 +3%
RWA
644
Redhawk Wealth Advisors
Minnesota
$236K -$266K -2,261 -53%
GC
645
Guidance Capital
Kentucky
$236K – – –
AF
646
ASL Financial
California
$234K – – –
KWMG
647
King Wealth Management Group
Florida
$232K -$3.3K -28 -1%
DWM
648
Dopkins Wealth Management
New York
$228K – – –
CSC
649
Caldwell Sutter Capital
California
$227K -$44.2K -375 -16%
FPWM
650
Five Pine Wealth Management
Idaho
$225K -$9.54K -81 -4%
24 25
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