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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$471K -$2.11M -17,003 -82%
FNT
177
First National Trust
Pennsylvania
$463K +$465K +3,750 New
FAAS
178
First Allied Advisory Services
California
$462K -$277K -2,237 -37%
KIM
179
Karpus Investment Management
New York
$457K – – –
CCMG
180
Clark Capital Management Group
Pennsylvania
$431K +$431K +3,475 New
CIA
181
Capital Investment Advisors
Georgia
$430K – – –
WA
182
Winfield Associates
Ohio
$429K +$49.6K +400 +13%
ACP
183
Aveo Capital Partners
Colorado
$424K +$3.35K +27 +0.8%
BS
184
Banco Santander
Spain
$410K – – –
AW
185
ACG Wealth
Georgia
$399K -$246K -1,981 -38%
PBO
186
Peoples Bank (Ohio)
Ohio
$389K +$27.9K +225 +8%
EWM
187
Evercore Wealth Management
New York
$387K +$26K +210 +7%
ASN
188
Advisory Services Network
Georgia
$387K +$355K +2,860 +1,040%
RJT
189
Raymond James Trust
Florida
$377K -$53.7K -433 -12%
EWM
190
Empirical Wealth Management
Washington
$366K -$38.3K -309 -9%
CWM
191
Cornerstone Wealth Management
Missouri
$351K -$181K -1,459 -34%
ECAM
192
East Coast Asset Management
Massachusetts
$333K – – –
VWM
193
Venturi Wealth Management
Texas
$322K – – –
AIA
194
Allegis Investment Advisors
Idaho
$319K -$141K -1,135 -31%
Invesco
195
Invesco
Georgia
$318K -$65.8K -531 -17%
KF
196
Krilogy Financial
Missouri
$317K +$39.6K +319 +14%
NAM
197
NTV Asset Management
West Virginia
$315K – – –
RW
198
Rand Wealth
Maryland
$313K – – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$298K -$3.35K -27 -1%
PAM
200
Peak Asset Management
Colorado
$286K – – –