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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
301
4J Wealth Management
Virginia
$1.02M +$1.03M +6,469 New
VVP
302
Venture Visionary Partners
Ohio
$1.01M +$1.01M +6,385 New
IFG
303
Independent Financial Group
California
$990K +$569K +3,585 +133%
TLFA
304
True Link Financial Advisors
California
$971K +$978K +6,157 New
SSG
305
Summit Securities Group
New York
$962K +$15.9K +100 +2%
FHC
306
First Heartland Consultants
Missouri
$962K +$153K +965 +19%
SW
307
SteelPeak Wealth
California
$945K -$1.23M -7,742 -56%
PA
308
Paragon Advisors
Texas
$941K +$948K +5,971 New
BAM
309
Belpointe Asset Management
Nevada
$937K -$3.81M -23,996 -80%
BWAM
310
Boyd Watterson Asset Management
Ohio
$935K -$404K -2,547 -30%
APA
311
American Portfolios Advisors
New York
$930K +$49.7K +313 +6%
GWM
312
Geneos Wealth Management
Colorado
$918K -$892K -5,618 -44%
LWM
313
Liberty Wealth Management
California
$916K -$161K -1,014 -14%
AFWM
314
AMJ Financial Wealth Management
Virginia
$913K -$420K -2,647 -31%
TFF
315
The Family Firm
Maryland
$908K +$53.5K +337 +6%
SIA
316
Soltis Investment Advisors
Utah
$903K +$27.5K +173 +3%
RPCA
317
Running Point Capital Advisors
California
$885K +$891K +5,610 New
MCWS
318
McKinley Carter Wealth Services
West Virginia
$882K +$888K +5,595 New
SMG
319
Spectrum Management Group
Indiana
$879K -$242K -1,524 -21%
CFB
320
Cullen/Frost Bankers
Texas
$878K – – –
KWM
321
Kingsview Wealth Management
Oregon
$837K -$223K -1,402 -21%
OIS
322
Okabena Investment Services
Minnesota
$834K – – –
RIS
323
Retirement Income Solutions
Michigan
$834K – – –
MC
324
Moors & Cabot
Massachusetts
$833K +$3.02K +19 +0.4%
CPW
325
Catalyst Private Wealth
California
$827K +$166K +1,043 +25%
11 12
13
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