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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
426
InterOcean Capital Group
Tennessee
$474K +$86.8K +629 +21%
CIA
427
Caerus Investment Advisors
Texas
$470K +$27.6K +200 +5%
MS
428
Maven Securities
Jersey
$461K – – –
AIM
429
Astor Investment Management
Illinois
$457K +$99.2K +719 +26%
FIA
430
Foundations Investment Advisors
Arizona
$455K -$37.1K -269 -7%
BP
431
Ballentine Partners
Massachusetts
$455K – – –
AG
432
Ascent Group
Virginia
$455K +$39.2K +284 +9%
CFB
433
Cullen/Frost Bankers
Texas
$454K – – –
RIA
434
Regal Investment Advisors
Michigan
$453K -$284K -2,059 -37%
IWN
435
Independent Wealth Network
Iowa
$452K -$1.52M -11,024 -76%
HGWM
436
Horst & Graben Wealth Management
Oregon
$452K -$18.2K -132 -4%
VAM
437
Verity Asset Management
North Carolina
$451K +$470K +3,409 New
TLP
438
Trinity Legacy Partners
Texas
$449K – – –
TPCW
439
TD Private Client Wealth
New York
$449K +$10.8K +78 +2%
AWM
440
Atticus Wealth Management
Florida
$446K +$90.9K +659 +24%
APA
441
American Portfolios Advisors
New York
$439K -$3.26M -23,600 -88%
LOPW
442
Live Oak Private Wealth
North Carolina
$436K – – –
SC
443
Searle & Co
Connecticut
$429K +$448K +3,250 New
MSFS
444
Main Street Financial Solutions
Pennsylvania
$425K -$7.17K -52 -2%
C
445
Covestor
United Kingdom
$425K +$436K +3,160 +5,745%
CWS
446
Cypress Wealth Services
California
$424K +$99.2K +719 +29%
WEG
447
World Equity Group
Illinois
$422K +$441K +3,196 New
CFAM
448
Coury Firm Asset Management
Pennsylvania
$417K +$435K +3,155 New
SWP
449
Summit Wealth Partners
Florida
$412K – – –
VWM
450
Venturi Wealth Management
Texas
$410K -$41.8M -303,099 -99%
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