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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$9.52M -$81K -677 -0.8%
RCM
152
Ridgepath Capital Management
Tennessee
$9.47M – – –
DADC
153
D.A. Davidson & Co
Montana
$9.03M +$4.17M +34,864 +85%
PAG
154
Private Advisor Group
New Jersey
$8.83M -$641K -5,358 -7%
LHWM
155
Lake Hills Wealth Management
Texas
$8.81M +$3.28M +27,410 +59%
DAS
156
Diversify Advisory Services
Utah
$8.78M +$115K +965 +1%
HCA
157
Heck Capital Advisors
Wisconsin
$8.76M +$1.57M +13,145 +22%
PA
158
Procyon Advisors
Connecticut
$8.73M -$110K -922 -1%
PPWP
159
Premier Path Wealth Partners
New Jersey
$8.52M +$310K +2,589 +4%
NFG
160
Nations Financial Group
Iowa
$8.51M +$2.42M +20,187 +40%
CIA
161
Concurrent Investment Advisors
Florida
$8.33M +$2.12M +17,745 +34%
MCM
162
MAI Capital Management
Ohio
$8.22M -$586K -4,896 -7%
CFP
163
Cascade Financial Partners
California
$7.97M +$3.49M +29,170 +78%
PDL
164
Portfolio Design Labs
California
$7.95M +$56.6K +473 +0.7%
WI
165
WrapManager Inc
California
$7.79M -$273K -2,281 -3%
FFG
166
Foundry Financial Group
New Hampshire
$7.79M +$811K +6,780 +12%
IWC
167
Integrated Wealth Concepts
Massachusetts
$7.74M +$2.5M +20,903 +48%
FAM
168
Frontier Asset Management
Wyoming
$7.64M +$7.66M +64,031 New
MPPLM
169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.62M +$348K +2,910 +5%
PWM
170
Proathlete Wealth Management
Florida
$7.55M +$677K +5,660 +10%
DC
171
Davenport & Co
Virginia
$7.53M -$138K -1,150 -2%
SC
172
SummitTX Capital
Texas
$7.49M +$7.51M +62,770 New
TFA
173
TPG Financial Advisors
Oregon
$7.45M +$890K +7,433 +14%
JIR
174
James Investment Research
Ohio
$7.35M +$253K +2,117 +4%
CCA
175
Checchi Capital Advisers
California
$7.33M -$55.5K -464 -0.7%
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