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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
426
Kornitzer Capital Management
Kansas
$1.31M +$51.8K +495 +4%
T
427
TRUADVICE
Florida
$1.3M +$854K +8,163 +203%
CPW
428
Catalyst Private Wealth
California
$1.29M -$40.2K -384 -3%
OA
429
Oxbow Advisors
Texas
$1.28M -$177K -1,689 -12%
WP
430
WealthShield Partners
North Carolina
$1.24M +$273K +2,609 +29%
CWM
431
Cahill Wealth Management
Michigan
$1.24M +$157K +1,505 +15%
JWCA
432
J.W. Cole Advisors
Florida
$1.23M +$1.21M +11,526 New
SFO
433
Stokes Family Office
Louisiana
$1.22M +$113K +1,079 +10%
EH
434
Equitable Holdings
New York
$1.22M +$635K +6,073 +112%
AF
435
Affiance Financial
Minnesota
$1.22M +$226K +2,163 +23%
MWM
436
Moulton Wealth Management
Washington
$1.2M +$3.03K +29 +0.3%
OIA
437
Optimum Investment Advisors
Illinois
$1.2M +$178K +1,700 +18%
TPCW
438
TD Private Client Wealth
New York
$1.17M +$683K +6,529 +147%
RWIA
439
Roger Wittlin Investment Advisory
California
$1.15M +$506K +4,835 +81%
DA
440
Detalus Advisors
Missouri
$1.15M +$1.13M +10,777 New
RIS
441
Retirement Income Solutions
Michigan
$1.13M +$333K +3,182 +43%
RWPA
442
Richard W. Paul & Associates
Michigan
$1.11M +$1.07M +10,215 +4,006%
LHWM
443
Lake Hills Wealth Management
Texas
$1.11M -$911K -8,705 -45%
IAP
444
Indie Asset Partners
Indiana
$1.1M +$105K +1,000 +11%
TMC
445
Trellus Management Company
Florida
$1.09M -$2.52M -24,100 -70%
SAS
446
Sage Advisory Services
Texas
$1.07M -$474K -4,529 -31%
HCM
447
Howard Capital Management
Georgia
$1.07M +$1.05M +10,056 New
FFA
448
Farther Finance Advisors
California
$1.07M +$207K +1,976 +25%
KJHP
449
K.J. Harrison & Partners
Ontario, Canada
$1.07M +$1.16M +11,127 +221%
PMAM
450
Picton Mahoney Asset Management
Ontario, Canada
$1.06M – – –
16 17
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