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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cranbrook Wealth Management
Michigan
$15.5K – – –
CT
727
Caldwell Trust
Florida
$15.2K – – –
DF
728
Dunhill Financial
United Kingdom
$15.2K +$15.1K +128 New
TFG
729
Team Financial Group
California
$15.1K +$15K +127 New
CAWM
730
Capital A Wealth Management
Pennsylvania
$13.5K +$13.6K +115 New
CTWM
731
Cherry Tree Wealth Management
Minnesota
$13K -$10.1K -86 -44%
MHR
732
Matthew Hamilton Rosenberg
$12.9K -$8.02K -68 -39%
MWM
733
Mascoma Wealth Management
New Hampshire
$12.3K +$118 +1 +1%
JHCP
734
Jackson Hole Capital Partners
Oklahoma
$12.1K – – –
EWM
735
EPG Wealth Management
Georgia
$11.8K – – –
KGP
736
Keystone Global Partners
Colorado
$11.3K -$53.4K -453 -83%
BC
737
Barrett & Company
Rhode Island
$10.6K – – –
MWA
738
Medallion Wealth Advisors
Connecticut
$10.4K +$8.26K +70 +389%
WIM
739
Westside Investment Management
California
$10.1K +$10K +85 New
BFP
740
Briaud Financial Planning
Texas
$10K – – –
FFA
741
Founders Financial Alliance
North Carolina
$9.65K – – –
WCM
742
Winthrop Capital Management
Indiana
$9K – – –
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$8.46K -$7.9K -67 -49%
NC
744
NewSquare Capital
Pennsylvania
$7.86K – – –
FDCP
745
Foster Dykema Cabot & Partners
Massachusetts
$6.79K – – –
GI
746
GAMMA Investing
California
$6.55K – – –
MLA
747
MB, Levis & Associates
Pennsylvania
$5.96K – – –
AUB
748
Atlantic Union Bankshares
Virginia
$5.83K +$5.78K +49 New
FWA
749
Flagship Wealth Advisors
Massachusetts
$5.48K +$2.48K +21 +84%
BONH
750
Bank of New Hampshire
New Hampshire
$5.36K – – –
28 29
30
31 32