We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
751
Hanson & Doremus Investment Management
Vermont
$44K – – –
WP
752
WealthShield Partners
North Carolina
$43K – – –
SIS
753
Sound Income Strategies
Florida
$42.9K +$7.18K +60 +20%
CTWM
754
Cherry Tree Wealth Management
Minnesota
$40.9K +$28K +234 +215%
CI
755
CX Institutional
Indiana
$39K +$25.9K +216 +200%
CBT
756
Crews Bank & Trust
Florida
$37.8K – – –
AIP
757
Ameritas Investment Partners
Nebraska
$37K – – –
SWIM
758
Smallwood Wealth Investment Management
New Jersey
$36.6K – – –
AF
759
Advisornet Financial
Minnesota
$36.3K -$68.7K -574 -65%
FDW
760
Fourth Dimension Wealth
Ohio
$36.2K – – –
CMP
761
Coston McIsaac & Partners
Maine
$36K – – –
MPW
762
MASECO Private Wealth
$35.2K +$35.3K +295 New
DWA
763
Delos Wealth Advisors
Texas
$33.8K – – –
AC
764
AlphaCore Capital
California
$32.5K – – –
AA
765
Ancora Advisors
Ohio
$31K – – –
AUB
766
Atlantic Union Bankshares
Virginia
$31K – – –
AW
767
Ankerstar Wealth
Texas
$30.1K +$30.2K +252 New
SIC
768
SJS Investment Consulting
Ohio
$29.8K +$29.9K +250 New
CIA
769
Cape Investment Advisory
Georgia
$29.1K +$29.2K +244 New
ADL
770
Asset Dedication LLC
California
$28.4K – – –
KCM
771
Key Capital Management
Tennessee
$28.3K +$28.4K +237 New
FM
772
Family Management
New York
$27K – – –
BWL
773
Bogart Wealth LLC
Virginia
$26.9K – – –
WAU
774
Wellington-Altus USA
Manitoba, Canada
$26.9K +$26.9K +225 New
KFG
775
Kingdom Financial Group
Arizona
$25.8K +$25.9K +216 New
29 30
31
32 33