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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
651
Eastern Bank
Massachusetts
$151K -$6.29K -54 -4%
CAL
652
Capital Analysts LLC
Pennsylvania
$149K -$48.6K -417 -25%
CPG
653
Cornerstone Planning Group
New Jersey
$147K +$134K +1,153 +1,214%
AIP
654
Ameritas Investment Partners
Nebraska
$147K -$2.91K -25 -2%
CB
655
CNB Bank
Pennsylvania
$131K – – –
BCV
656
Banque Cantonale Vaudoise
Switzerland
$128K +$127K +1,087 New
MA
657
Montag & Associates
Georgia
$123K +$78.8K +677 +185%
MBFW
658
Morton Brown Family Wealth
Pennsylvania
$117K -$95.8K -823 -45%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$117K – – –
PWAM
660
Private Wealth Asset Management
Iowa
$109K +$108K +925 New
CCM
661
Cutler Capital Management
Massachusetts
$107K +$105K +902 New
WTC
662
WhitTier Trust Company
Nevada
$105K – – –
WF
663
Wayfinding Financial
Washington
$101K +$99.8K +857 New
LFASL
664
Lugano Financial Advisors SA (LFA)
Switzerland
$98.6K -$9.78K -84 -9%
FWP
665
FAS Wealth Partners
Kansas
$97.1K -$29.1M -249,493 -100%
1IA
666
1620 Investment Advisors
Massachusetts
$96.4K +$10.2K +88 +12%
RCA
667
Runnymede Capital Advisors
Ohio
$90.7K +$349 +3 +0.4%
CPA
668
Cardiff Park Advisors
California
$84.1K – – –
MA
669
MCF Advisors
Kentucky
$83.2K – – –
CT
670
Clearstead Trust
Maine
$82.8K – – –
GIA
671
GHP Investment Advisors
Colorado
$82.5K +$81.3K +698 New
EWA
672
Elevate Wealth Advisory
Georgia
$82.5K – – –
FHA
673
First Horizon Advisors
Tennessee
$80.7K -$52.1K -447 -40%
TCOV
674
Trust Company of Vermont
Vermont
$76.8K – – –
OHWP
675
Oak Harbor Wealth Partners
North Carolina
$75.6K – – –
25 26
27
28 29