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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
701
Evelyn Partners Asset Management
$192K +$21.9K +183 +13%
BTI
702
Blue Trust Inc
Georgia
$191K +$146K +1,221 +321%
WWM
703
Wolff Wiese Magana
California
$188K – – –
MBFW
704
Morton Brown Family Wealth
Pennsylvania
$175K – – –
TFA
705
Transamerica Financial Advisors
Florida
$173K +$14K +117 +9%
IIM
706
IFC & Insurance Marketing
California
$169K +$169K +1,414 New
TRCT
707
Tower Research Capital (TRC)
New York
$168K +$168K +1,404 New
MW
708
Merited Wealth
Florida
$154K +$154K +1,289 New
CAL
709
Capital Analysts LLC
Pennsylvania
$153K +$359 +3 +0.2%
FHA
710
Flagship Harbor Advisors
Massachusetts
$153K +$153K +1,278 New
CFB
711
Cullen/Frost Bankers
Texas
$142K +$31.4K +262 +28%
SAM
712
Smartleaf Asset Management
Massachusetts
$141K +$66.9K +559 +91%
CB
713
CNB Bank
Pennsylvania
$133K – – –
EB
714
Eastern Bank
Massachusetts
$126K +$21.8K +182 +21%
GIA
715
GHP Investment Advisors
Colorado
$125K – – –
BCV
716
Banque Cantonale Vaudoise
Switzerland
$120K -$9.45K -79 -7%
PWMG
717
Prestige Wealth Management Group
New Jersey
$119K – – –
BCWM
718
Bartlett & Co Wealth Management
Ohio
$118K – – –
IAIM
719
International Assets Investment Management
Florida
$115K +$115K +962 New
WTC
720
WhitTier Trust Company
Nevada
$106K – – –
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$101K +$102K +849 New
LFASL
722
Lugano Financial Advisors SA (LFA)
Switzerland
$99.7K – – –
1IA
723
1620 Investment Advisors
Massachusetts
$96.8K +$1.32K +11 +1%
CPG
724
Cornerstone Planning Group
New Jersey
$92.7K +$6.46K +54 +7%
BCM
725
Boreal Capital Management
Florida
$88.8K – – –
27 28
29
30 31