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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
651
Guerra Advisors
Florida
$176K +$175K +1,475 New
MBFW
652
Morton Brown Family Wealth
Pennsylvania
$176K +$56.6K +476 +48%
EPAM
653
Evelyn Partners Asset Management
$171K – – –
TFA
654
Transamerica Financial Advisors
Florida
$159K +$159K +1,334 New
CAL
655
Capital Analysts LLC
Pennsylvania
$152K +$1.31K +11 +0.9%
ATS
656
Ashton Thomas Securities
New York
$151K +$150K +1,261 New
KWM
657
Kiker Wealth Management
Georgia
$142K +$73.3K +616 +108%
AAS
658
Ameritas Advisory Services
Nebraska
$136K +$23.2K +195 +21%
CB
659
CNB Bank
Pennsylvania
$133K – – –
BCV
660
Banque Cantonale Vaudoise
Switzerland
$130K – – –
GIA
661
GHP Investment Advisors
Colorado
$125K +$41.6K +350 +50%
PWMG
662
Prestige Wealth Management Group
New Jersey
$120K +$119K +1,000 New
BCWM
663
Bartlett & Co Wealth Management
Ohio
$118K – – –
CFB
664
Cullen/Frost Bankers
Texas
$111K +$39.1K +329 +55%
WTC
665
WhitTier Trust Company
Nevada
$106K – – –
AF
666
Advisornet Financial
Minnesota
$105K -$8.33K -70 -7%
EB
667
Eastern Bank
Massachusetts
$104K -$38.9K -327 -27%
LFASL
668
Lugano Financial Advisors SA (LFA)
Switzerland
$99.5K – – –
1IA
669
1620 Investment Advisors
Massachusetts
$95.6K +$119 +1 +0.1%
PAM
670
Palisade Asset Management
Minnesota
$89.6K +$89.2K +750 New
BCM
671
Boreal Capital Management
Florida
$88.9K -$545K -4,583 -86%
CPG
672
Cornerstone Planning Group
New Jersey
$86.6K +$33.3K +280 +63%
CPA
673
Cardiff Park Advisors
California
$85.1K – – –
MA
674
MCF Advisors
Kentucky
$84.1K – – –
CT
675
Clearstead Trust
Maine
$83.8K – – –
25 26
27
28 29