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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
201
Empirical Wealth Management
Washington
$840K -$261K -2,069 -24%
FPS
202
Fieldpoint Private Securities
Connecticut
$839K -$49.9K -395 -6%
LA
203
Lau Associates
Delaware
$835K – – –
PFG
204
Pacific Financial Group
Washington
$830K +$168K +1,334 +25%
BRWA
205
B. Riley Wealth Advisors
Florida
$827K -$322K -2,548 -28%
RJT
206
Raymond James Trust
Florida
$821K -$306K -2,424 -27%
PWM
207
Perigon Wealth Management
California
$806K -$143K -1,136 -15%
IWM
208
IHT Wealth Management
Illinois
$798K +$111K +878 +16%
SC
209
Slow Capital
California
$784K +$3.92K +31 +0.5%
BPC
210
Banque Pictet & Cie
Switzerland
$781K -$302K -2,390 -28%
SFG
211
StrategIQ Financial Group
Indiana
$767K -$109K -860 -12%
CG
212
Colony Group
Massachusetts
$756K +$113K +891 +17%
CFA
213
Carroll Financial Associates
North Carolina
$733K -$11.3M -89,713 -94%
WA
214
Winfield Associates
Ohio
$732K +$253K +2,000 +52%
SRSA
215
S.R. Schill & Associates
Washington
$731K -$41.7K -330 -5%
RA
216
RFG Advisory
Alabama
$730K +$88.6K +702 +14%
IC
217
Innealta Capital
Texas
$711K -$15.8K -125 -2%
BAM
218
Belpointe Asset Management
Nevada
$683K +$149K +1,179 +28%
VA
219
Valmark Advisers
Ohio
$647K -$75.3K -596 -10%
CAC
220
Certified Advisory Corp
Florida
$625K +$254K +2,013 +68%
LWM
221
Lionsbridge Wealth Management
Florida
$624K +$624K +4,938 New
AF
222
Allworth Financial
California
$612K -$25.6K -203 -4%
FBB
223
Fulton Breakefield Broenniman
Maryland
$609K -$27.1K -215 -4%
TI
224
tru Independence
Oregon
$604K +$572K +4,526 New
PAG
225
Pinnacle Advisory Group
Maryland
$586K +$6.44K +51 +1%
7 8
9
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