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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
651
SSA Swiss Advisors
$257K – – –
OA
652
Oxbow Advisors
Texas
$256K +$12.1K +101 +5%
W
653
Wealthquest
Ohio
$255K +$256K +2,135 New
RFP
654
Root Financial Partners
California
$254K – – –
LCGC
655
Legacy Capital Group California
California
$254K +$41.2K +344 +19%
BWM
656
BAM Wealth Management
Colorado
$252K +$31.7K +265 +14%
AWM
657
Accurate Wealth Management
Florida
$250K -$9.57K -80 -4%
MPCL
658
My Personal CFO LLC
Washington
$250K +$251K +2,096 New
EPW
659
Evolve Private Wealth
California
$246K +$247K +2,065 New
NS
660
NBC Securities
Alabama
$245K -$4.91K -41 -2%
FFM
661
Flagstone Financial Management
Nebraska
$244K – – –
TFA
662
Tobias Financial Advisors
Florida
$243K – – –
KWMG
663
King Wealth Management Group
Florida
$243K -$7.9K -66 -3%
PWC
664
Pathfinder Wealth Consulting
North Carolina
$243K +$243K +2,034 New
NP
665
NorthRock Partners
Minnesota
$240K +$241K +2,014 New
KCA
666
Kastel Capital Advisors
Massachusetts
$240K +$241K +2,011 New
GC
667
Guidance Capital
Kentucky
$240K +$241K +2,013 New
AF
668
ASL Financial
California
$238K +$239K +1,993 New
FA
669
Flagstar Advisors
New York
$232K +$1.92K +16 +0.8%
DWM
670
Dopkins Wealth Management
New York
$232K – – –
UI
671
Unconventional Investor
New Hampshire
$229K -$98.4K -822 -30%
BRWA
672
B. Riley Wealth Advisors
Florida
$224K -$6.22K -52 -3%
KFS
673
Kelly Financial Services
Massachusetts
$220K +$221K +1,846 New
SIM
674
Studio Investment Management
Illinois
$219K +$7.78K +65 +4%
YDMI
675
Y.D. More Investments
Israel
$218K -$2.15M -17,925 -91%
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