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iShares 10-20 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
376
W.H. Cornerstone Investments
Massachusetts
$463K +$461K +4,616 New
BPA
377
Beacon Pointe Advisors
California
$456K -$46.3K -463 -9%
HH
378
Hilltop Holdings
Texas
$456K -$26K -260 -5%
LWPC
379
Legacy Wealth Partners (Colorado)
Colorado
$454K -$53.6K -536 -11%
WA
380
Waverly Advisors
Alabama
$451K -$542K -5,425 -55%
KCWM
381
Kane Co Wealth Management
Iowa
$448K +$134K +1,345 +43%
CWS
382
Confluence Wealth Services
Pennsylvania
$448K +$446K +4,461 New
Koshinski Asset Management
383
Koshinski Asset Management
Illinois
$444K – – –
LFWA
384
LiftPoint Family Wealth Advisors
New Jersey
$443K -$255K -2,557 -37%
JIR
385
James Investment Research
Ohio
$443K +$196K +1,957 +80%
FLA
386
Financial Life Advisors
Texas
$441K -$2.11M -21,106 -83%
NL
387
NWAM LLC
Washington
$440K +$25.9K +259 +6%
CA
388
Continuum Advisory
Idaho
$439K +$31.7K +317 +8%
SAW
389
Signal Advisors Wealth
Michigan
$438K -$103K -1,031 -19%
FWWM
390
Fiscal Wisdom Wealth Management
Connecticut
$432K -$9.39K -94 -2%
CIA
391
Cape Investment Advisory
Georgia
$432K -$44.5K -445 -9%
WEG
392
World Equity Group
Illinois
$431K -$98K -981 -19%
AQR Capital Management
393
AQR Capital Management
Connecticut
$430K +$149K +1,496 +54%
WS
394
Wedbush Securities
California
$429K -$72K -721 -14%
Fidelity Investments
395
Fidelity Investments
Massachusetts
$427K -$233K -2,330 -35%
ZS
396
Zenith Solutions
Pennsylvania
$426K +$424K +4,243 New
VBFP
397
Valtinson Bruner Financial Planning
Minnesota
$426K -$74.1K -742 -15%
MBT
398
Montecito Bank & Trust
California
$421K +$103K +1,034 +33%
FWP
399
FAS Wealth Partners
Kansas
$412K – – –
HIM
400
Hanlon Investment Management
New Jersey
$412K -$117K -1,168 -22%