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iShares 10-20 Year Treasury Bond ETF
TLH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
226
Collective Family Office
Pennsylvania
$1.7M -$54.3K -536 -3%
VPP
227
Vertex Planning Partners
Illinois
$1.7M +$1.66M +16,346 New
AWM
228
Apollon Wealth Management
South Carolina
$1.7M +$1.44M +14,237 +676%
RSWM
229
Robertson Stephens Wealth Management
California
$1.69M +$856K +8,443 +108%
ODFS
230
O'Donnell Financial Services
California
$1.68M +$1.65M +16,236 New
HCA
231
Heck Capital Advisors
Wisconsin
$1.68M -$2.88M -28,394 -64%
WWG
232
West Wealth Group
California
$1.67M -$131K -1,293 -7%
UB
233
Umpqua Bank
Oregon
$1.61M -$800K -7,896 -34%
MPW
234
MGO Private Wealth
California
$1.57M +$156K +1,541 +11%
QPWM
235
Quadrant Private Wealth Management
Pennsylvania
$1.57M -$655K -6,466 -30%
VCP
236
Verus Capital Partners
Arizona
$1.55M +$1.02M +10,095 +207%
KG
237
Kilter Group
New York
$1.54M +$1.51M +14,885 New
GM
238
GeoWealth Management
Illinois
$1.52M +$473K +4,665 +47%
SWM
239
Spire Wealth Management
Virginia
$1.51M +$51.8K +511 +4%
LPT
240
Legacy Private Trust
Wisconsin
$1.49M -$1.92M -18,985 -57%
SWP
241
ShoreHaven Wealth Partners
New Jersey
$1.47M -$483K -4,764 -25%
CL
242
Choreo LLC
Illinois
$1.45M -$528K -5,205 -27%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.45M -$336K -3,314 -19%
KWM
244
Kingsview Wealth Management
Oregon
$1.44M +$290K +2,864 +26%
SL
245
Sentinus LLC
Illinois
$1.43M +$1.4M +13,828 New
JSL
246
JT Stratford LLC
Georgia
$1.43M +$173K +1,710 +14%
BPA
247
Beacon Pointe Advisors
California
$1.42M -$1.05M -10,369 -43%
CIA
248
Concurrent Investment Advisors
Florida
$1.41M +$1.38M +13,631 New
EB
249
Eastern Bank
Massachusetts
$1.39M -$15.2M -149,640 -92%
TPWA
250
Twin Peaks Wealth Advisors
California
$1.38M +$1.39M +13,695 New
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10
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