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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SFMG Wealth Advisors
Texas
$933K -$2.1M -17,007 -69%
Truist Financial
102
Truist Financial
North Carolina
$877K +$12.3K +100 +1%
CB
103
Commerce Bank
Missouri
$869K
MA
104
MUFG Americas
New York
$811K +$275K +2,225 +51%
IFA
105
Interactive Financial Advisors
Illinois
$805K -$95.2K -772 -11%
OC
106
Oarsman Capital
Wisconsin
$782K +$89.6K +726 +13%
CWM
107
Concert Wealth Management
California
$778K +$261K +2,113 +50%
PFA
108
Pure Financial Advisors
California
$767K -$1.44M -11,705 -65%
PI
109
PineBridge Investments
New York
$762K
NAM
110
NTV Asset Management
West Virginia
$743K +$204K +1,650 +38%
LFG
111
LifePlan Financial Group
Ohio
$741K +$46.8K +379 +7%
SS
112
Simplicity Solutions
Minnesota
$739K -$591K -4,789 -44%
EDRH
113
Edmond de Rothschild Holding
Switzerland
$736K +$739K +5,986 New
DADC
114
D.A. Davidson & Co
Montana
$713K +$109K +886 +18%
AIP
115
Ameritas Investment Partners
Nebraska
$696K -$3.46K -28 -0.5%
BOTW
116
Bank of the West
California
$657K
FF
117
Friedenthal Financial
New Jersey
$634K
AIIMS
118
Analyst IMS Investment Management Services
Israel
$632K +$634K +5,140 New
EWM
119
Empirical Wealth Management
Washington
$602K +$10.1K +82 +2%
AllianceBernstein
120
AllianceBernstein
Tennessee
$591K +$593K +4,804 New
NIA
121
Northstar Investment Advisors
Colorado
$574K -$95.6K -775 -14%
EDRS
122
Edmond de Rothschild (Suisse)
Switzerland
$559K +$561K +4,545 New
AWE
123
Avidian Wealth Enterprises
Texas
$540K +$542K +4,393 New
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$534K -$432K -3,500 -45%
P
125
PhaseCapital
New York
$532K +$386K +3,126 +261%