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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
676
Novem Group
New York
$217K +$7.42K +62 +4%
FPAS
677
Focus Partners Advisor Solutions
Missouri
$216K -$11.7M -97,674 -98%
BWP
678
Balboa Wealth Partners
Arizona
$215K +$216K +1,802 New
SMA
679
Seven Mile Advisory
New Jersey
$214K +$2.51K +21 +1%
WCFA
680
Walkner Condon Financial Advisors
Wisconsin
$213K -$264K -2,210 -55%
IRC
681
Investors Research Corp
Georgia
$213K +$23.5K +196 +12%
CAAM
682
Cornerstone Advisors Asset Management
Pennsylvania
$210K -$28.1K -235 -12%
EWM
683
Evercore Wealth Management
New York
$210K – – –
DJSG
684
D.J. St. Germain
Massachusetts
$209K -$10.1K -84 -5%
CF
685
Centaurus Financial
California
$208K +$12.2K +102 +6%
KPWM
686
KDK Private Wealth Management
Texas
$208K -$26.1K -218 -11%
QWP
687
Quotient Wealth Partners
Texas
$206K -$28.4K -237 -12%
FNBT
688
FineMark National Bank & Trust
Florida
$206K +$207K +1,727 New
SCI
689
Stableford Capital II
Arizona
$206K -$165K -1,381 -45%
LWPC
690
Legacy Wealth Partners (Colorado)
Colorado
$205K +$206K +1,720 New
FIA
691
Foundations Investment Advisors
Arizona
$205K -$42.5K -355 -17%
AMBIA
692
Allen Mooney & Barnes Investment Advisors
Georgia
$205K +$359 +3 +0.2%
SP
693
Successful Portfolios
Florida
$205K +$205K +1,716 New
JAM
694
JCIC Asset Management
Ontario, Canada
$205K – – –
HCP
695
Hardin Capital Partners
South Carolina
$204K +$205K +1,713 New
IIM
696
Invariant Investment Management
Pennsylvania
$202K +$203K +1,694 New
PIA
697
Perennial Investment Advisors
California
$201K -$53.3K -445 -21%
FNB
698
Farmers National Bank
Kentucky
$201K +$201K +1,682 New
CFD
699
Creative Financial Designs
Indiana
$201K -$38.8K -324 -16%
LCM
700
Logan Capital Management
Pennsylvania
$200K +$3.59K +30 +2%
26 27
28
29 30