We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
NorthCrest Asset Manangement
Minnesota
$4.7M -$174K -1,521 -4%
TW
177
TrinityPoint Wealth
Connecticut
$4.65M +$186K +1,620 +4%
CCM
178
Cinctive Capital Management
New York
$4.62M +$4.59M +40,000 New
SP
179
Sequent Planning
Nebraska
$4.57M +$146K +1,274 +3%
SA
180
Sanctuary Advisors
Indiana
$4.53M +$4.58M +39,917 New
PWM
181
Proathlete Wealth Management
Florida
$4.48M +$315K +2,748 +8%
NPP
182
New Potomac Partners
Maryland
$4.31M +$141K +1,234 +3%
TFA
183
TPG Financial Advisors
Oregon
$4.25M +$4.22M +36,797 New
TCA
184
Transcend Capital Advisors
New Jersey
$4.24M +$84.7K +739 +2%
CKAIS
185
Christensen King & Associates Investment Services
Washington
$4.18M +$423K +3,693 +11%
AAS
186
Avantax Advisory Services
Texas
$4.16M +$1.98M +17,250 +92%
9WM
187
9258 Wealth Management
Ohio
$4.15M -$406K -3,539 -9%
PCIG
188
Partners Capital Investment Group
Massachusetts
$4.12M -$1.84M -16,056 -31%
NFG
189
Nations Financial Group
Iowa
$4.08M -$122K -1,066 -3%
CFAM
190
Center For Asset Management
Florida
$4.06M +$3.47M +30,275 +622%
PA
191
Pinnacle Associates
New York
$4.04M +$253K +2,208 +7%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$4.03M +$529K +4,615 +15%
BFWM
193
Bright Futures Wealth Management
New York
$4.03M +$194K +1,690 +5%
DAS
194
Dynamic Advisor Solutions
Arizona
$4.03M +$737K +6,432 +23%
CIM
195
Confluence Investment Management
Missouri
$3.96M -$1.67M -14,569 -30%
IWC
196
Integrated Wealth Concepts
Massachusetts
$3.86M +$409K +3,572 +12%
EAMA
197
EFG Asset Management (Americas)
Florida
$3.84M +$2.15M +18,774 +129%
DSAM
198
Dock Street Asset Management
Florida
$3.81M -$250K -2,184 -6%
GVAG
199
Great Valley Advisor Group
Delaware
$3.77M -$106K -925 -3%
DWP
200
Daymark Wealth Partners
Ohio
$3.74M +$987K +8,611 +36%