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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
401
Oppenheimer Asset Management
New York
$307K +$328K +2,263 New
CIR
402
Clear Investment Research
Georgia
$297K +$34.9K +241 +12%
EPA
403
Element Pointe Advisors
Florida
$295K +$316K +2,183 New
BHWM
404
Bay Harbor Wealth Management
Maryland
$293K -$147K -1,014 -32%
PP
405
Pacifica Partners
Canada
$291K +$109K +750 +54%
RW
406
Rede Wealth
Virginia
$288K +$16.5K +114 +6%
GCA
407
Genesee Capital Advisors
New York
$282K -$18.3K -126 -6%
BA
408
Bellwether Advisors
Nebraska
$276K – – –
AIP
409
Almanack Investment Partners
Pennsylvania
$274K -$736K -5,080 -72%
WP
410
WealthShield Partners
North Carolina
$272K -$1.25M -8,644 -81%
SSG
411
Summit Securities Group
New York
$271K -$594K -4,100 -67%
WCM
412
Windham Capital Management
Massachusetts
$271K +$14.2K +98 +5%
AAIM
413
American Assets Investment Management
California
$271K +$290K +2,000 New
TNBTD
414
Trustmark National Bank Trust Department
Mississippi
$269K +$21.7K +150 +8%
22CM
415
20/20 Capital Management
California
$268K +$30.4K +210 +12%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$265K -$528K -3,641 -65%
ANB
417
Amarillo National Bank
Texas
$264K – – –
MOS
418
MGO One Seven
Ohio
$261K +$280K +1,930 New
SWM
419
Segment Wealth Management
Texas
$257K +$275K +1,900 New
FHA
420
First Horizon Advisors
Tennessee
$256K +$255K +1,761 +1,231%
FFA
421
First Foundation Advisors
California
$255K +$273K +1,882 New
W
422
WealthOne
New York
$253K -$342K -2,361 -56%
NAM
423
NorthCoast Asset Management
Connecticut
$250K – – –
HR
424
Hayden Royal
North Carolina
$249K +$267K +1,841 New
GVAG
425
Great Valley Advisor Group
Delaware
$247K -$297K -2,046 -53%
15 16
17
18 19