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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$533K -$31.7K -265 -6%
MA
177
MUFG Americas
New York
$533K – – –
ADL
178
Asset Dedication LLC
California
$523K +$18.3K +153 +4%
KWA
179
KCS Wealth Advisory
California
$515K -$113K -942 -18%
AF
180
Allworth Financial
California
$514K +$512K +4,282 New
SEI Investments
181
SEI Investments
Pennsylvania
$513K +$147K +1,231 +40%
HighTower Advisors
182
HighTower Advisors
Illinois
$505K +$157K +1,312 +45%
ASN
183
Advisory Services Network
Georgia
$477K +$450K +3,761 +1,607%
SI
184
Stephens Inc
Arkansas
$477K +$475K +3,975 New
PWMAG
185
Pinnacle Wealth Management Advisory Group
New Jersey
$476K +$474K +3,965 New
PWM
186
Perigon Wealth Management
California
$465K +$413K +3,449 +802%
RT
187
Rockland Trust
Massachusetts
$461K -$134K -1,122 -23%
OFG
188
OmniStar Financial Group
North Carolina
$451K -$532K -4,451 -54%
CAN
189
Cetera Advisor Networks
California
$440K -$7.89K -66 -2%
AW
190
ACG Wealth
Georgia
$440K – – –
TSS
191
Two Sigma Securities
New York
$438K +$436K +3,646 New
CL
192
CSS LLC
Illinois
$420K – – –
Baird Financial Group
193
Baird Financial Group
Wisconsin
$414K -$49K -410 -11%
WA
194
Winfield Associates
Ohio
$405K -$12K -100 -3%
KF
195
Krilogy Financial
Missouri
$404K +$72.2K +604 +22%
RJT
196
Raymond James Trust
Florida
$397K +$114K +949 +40%
PBO
197
Peoples Bank (Ohio)
Ohio
$396K – – –
EWM
198
Evercore Wealth Management
New York
$395K +$17.3K +145 +5%
BAS
199
Brown Advisory Securities
Maryland
$388K -$9.57K -80 -2%
QFA
200
Quattro Financial Advisors
Texas
$387K +$386K +3,229 New