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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
151
Harrell Investment Partners
Texas
$3.83M +$510K +3,838 +15%
GEM
152
Global Endowment Management
North Carolina
$3.82M
RCM
153
Rain Capital Management
Oregon
$3.81M -$205K -1,545 -5%
GDP
154
Great Diamond Partners
Maine
$3.78M +$630K +4,739 +20%
CPFP
155
Clear Perspectives Financial Planning
Ohio
$3.71M +$3.71M +27,925 New
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$3.67M -$152K -1,145 -4%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$3.63M +$236K +1,772 +7%
FA
158
Forefront Analytics
Pennsylvania
$3.61M -$363K -2,728 -9%
CI
159
Cavalier Investments
Georgia
$3.57M +$2.68M +20,139 +300%
APA
160
American Portfolios Advisors
New York
$3.56M -$192K -1,445 -5%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$3.55M +$381K +2,868 +12%
PWMAG
162
Pinnacle Wealth Management Advisory Group
New Jersey
$3.52M -$62.1K -467 -2%
ECA
163
Elevated Capital Advisors
Utah
$3.52M +$38.2K +287 +1%
CWAF
164
Core Wealth Advisors (Florida)
Florida
$3.51M -$552K -4,151 -14%
NA
165
NewEdge Advisors
Louisiana
$3.48M +$387K +2,914 +13%
PVH
166
Psagot Value Holdings
Israel
$3.45M -$283K -2,130 -8%
RBA
167
Richard Bernstein Advisors
New York
$3.35M -$2.47M -18,581 -42%
LFASL
168
Lugano Financial Advisors SA (LFA)
Switzerland
$3.31M +$335K +2,521 +11%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$3.31M -$417K -3,139 -11%
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.27M +$205K +1,545 +7%
DIM
171
Delta Investment Management
California
$3.22M +$2.69M +20,197 +500%
CCA
172
Checchi Capital Advisers
California
$3.21M +$45.1K +339 +1%
PAG
173
Private Advisor Group
New Jersey
$3.13M -$1.25M -9,419 -29%
BHB
174
Bank Hapoalim BM
Israel
$3.12M
GIA
175
Gladstone Institutional Advisory
Florida
$3.1M +$12.4K +93 +0.4%