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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Dopkins Wealth Management
New York
$228K – – –
CSC
652
Caldwell Sutter Capital
California
$227K -$44.2K -375 -16%
FPWM
653
Five Pine Wealth Management
Idaho
$225K -$9.54K -81 -4%
HWM
654
HB Wealth Management
Georgia
$224K +$225K +1,911 New
GWM
655
Geneos Wealth Management
Colorado
$224K +$28.3K +240 +14%
SFG
656
Sather Financial Group
Texas
$223K – – –
BJL
657
Brighton Jones LLC
Washington
$221K +$222K +1,883 New
MAM
658
Mullooly Asset Management
New Jersey
$220K +$220K +1,870 New
CA
659
Claro Advisors
Massachusetts
$220K -$267K -2,271 -55%
BRWA
660
B. Riley Wealth Advisors
Florida
$215K – – –
SYBT
661
Stock Yards Bank & Trust
Kentucky
$213K +$235 +2 +0.1%
FFC
662
Frederick Financial Consultants
Maryland
$208K -$60.6K -515 -23%
EIG
663
Ellenbecker Investment Group
Wisconsin
$208K +$208K +1,769 New
WEG
664
World Equity Group
Illinois
$207K +$207K +1,760 New
EWM
665
Evercore Wealth Management
New York
$207K – – –
JAM
666
JCIC Asset Management
Ontario, Canada
$203K – – –
QWP
667
Quotient Wealth Partners
Texas
$203K +$204K +1,731 New
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$203K +$203K +1,727 New
BFWM
669
Bright Futures Wealth Management
New York
$203K -$23.2K -197 -10%
Pathstone Holdings
670
Pathstone Holdings
New Jersey
$203K -$59.2K -503 -23%
VAG
671
VisionPoint Advisory Group
Texas
$202K -$5.06K -43 -2%
AMBIA
672
Allen Mooney & Barnes Investment Advisors
Georgia
$202K +$118 +1 +0.1%
PTP
673
Platform Technology Partners
New York
$202K +$202K +1,717 New
DWM
674
Dakota Wealth Management
Florida
$202K – – –
HCP
675
Hardin Capital Partners
South Carolina
$201K – – –