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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$507K +$481K +2,920 +1,698%
KWA
402
KCS Wealth Advisory
California
$506K +$508K +3,086 New
Verition Fund Management
403
Verition Fund Management
Connecticut
$500K +$502K +3,051 New
IFWM
404
Institute for Wealth Management
Colorado
$490K +$492K +2,988 New
NR
405
Newfound Research
Massachusetts
$487K -$671K -4,078 -58%
SWP
406
Summit Wealth Partners
Florida
$485K
C
407
Certuity
Florida
$484K +$5.6K +34 +1%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$480K -$25.7K -156 -5%
BUB
409
BBVA USA Bancshares
Texas
$477K -$64.5K -392 -12%
CBFP
410
Cedar Brook Financial Partners
Ohio
$474K +$476K +2,893 New
GLA
411
Good Life Advisors
Pennsylvania
$467K -$366K -2,221 -44%
CFA
412
Carroll Financial Associates
North Carolina
$465K +$450K +2,731 +2,506%
ICM
413
Islay Capital Management
Texas
$462K +$334K +2,031 +257%
SWM
414
Sugarloaf Wealth Management
Georgia
$456K +$452K +2,744 +274,400%
CL
415
CPWM LLC
Washington
$444K +$1.81K +11 +0.4%
CIA
416
Choate Investment Advisors
Massachusetts
$443K
PWA
417
Physician Wealth Advisors
Utah
$429K -$5.27K -32 -1%
BC
418
Burleson & Co
California
$425K
IC
419
InterOcean Capital
Illinois
$415K +$30.6K +186 +8%
ATC
420
Argent Trust Co
Tennessee
$392K -$120K -726 -23%
V
421
VeraBank
Texas
$387K +$388K +2,358 New
SI
422
Stephens Inc
Arkansas
$382K -$334K -2,029 -47%
AWM
423
Apollon Wealth Management
South Carolina
$381K +$87.9K +534 +30%
PGAM
424
Princeton Global Asset Management
New Jersey
$377K +$379K +2,300 New
1IA
425
1834 Investment Advisors
Wisconsin
$375K