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iShares 10-20 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Optima Capital
Oregon
$566K +$559K +5,575 New
Creative Planning
352
Creative Planning
Kansas
$562K -$7.33K -73 -1%
AAS
353
Annex Advisory Services
Wisconsin
$560K -$432K -4,303 -44%
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$534K +$110K +1,096 +26%
VBFP
355
Valtinson Bruner Financial Planning
Minnesota
$531K -$88.8K -885 -14%
AWM
356
AE Wealth Management
Kansas
$530K +$125K +1,242 +31%
HIM
357
Hanlon Investment Management
New Jersey
$529K +$134K +1,331 +34%
UAG
358
United Advisor Group
Ohio
$528K +$521K +5,194 New
HI
359
Harbour Investments
Wisconsin
$526K +$54.8K +546 +12%
WF
360
Wayfinding Financial
Washington
$523K -$246K -2,451 -32%
KWA
361
Kingswood Wealth Advisors
California
$518K +$10.5K +105 +2%
SAW
362
Signal Advisors Wealth
Michigan
$517K +$510K +5,085 New
MWM
363
Maripau Wealth Management
Indiana
$513K +$508K +5,058 New
HF
364
HRT Financial
New York
$504K +$498K +4,964 New
KeyBank National Association
365
KeyBank National Association
Ohio
$497K -$142K -1,419 -22%
RF
366
RHS Financial
California
$495K +$28.2K +281 +6%
TIAA Trust, National Association
367
TIAA Trust, National Association
North Carolina
$491K -$2.36M -23,505 -83%
AWA
368
Arkadios Wealth Advisors
Georgia
$488K +$181K +1,803 +60%
HIA
369
Harbor Investment Advisory
Maryland
$486K +$9.13K +91 +2%
FW
370
FullCircle Wealth
Texas
$486K +$141K +1,410 +42%
RIS
371
Richmond Investment Services
Wisconsin
$482K +$476K +4,744 New
CP
372
Cumberland Partners
Ontario, Canada
$479K +$89.3K +890 +23%
SIM
373
Stratos Investment Management
Ohio
$477K +$472K +4,699 New
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$475K -$4.62K -46 -1%
YWM
375
Yukon Wealth Management
Kansas
$473K +$65.1K +649 +16%